ISHARES TR

Ticker: TIP CUSIP: 464287176 Class: TIPS BD ETF

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 1,974 Value ($000) $219 Avg Close — Range —
Q2 2025
Shares 1,903 Value ($000) $209 Avg Close — Range —
Q1 2025
Shares 1,960 Value ($000) $218 Avg Close — Range —
Q4 2024
Shares 1,884 Value ($000) $201 Avg Close — Range —
Q2 2024
Shares 3,212 Value ($000) $343 Avg Close — Range —
Q1 2024
Shares 3,268 Value ($000) $351 Avg Close — Range —
Q4 2023
Shares 3,056 Value ($000) $328 Avg Close — Range —
Q3 2023
Shares 2,259 Value ($000) $234 Avg Close — Range —
Q2 2023
Shares 2,241 Value ($000) $241 Avg Close — Range —
Q1 2023
Shares 2,237 Value ($000) $247 Avg Close — Range —
Q4 2022
Shares 2,352 Value ($000) $250 Avg Close — Range —
Q3 2022
Shares 3,533 Value ($000) $371 Avg Close — Range —
Q2 2022
Shares 1,880 Value ($000) $214 Avg Close — Range —
Q1 2022
Shares 1,620 Value ($000) $202 Avg Close — Range —
Q4 2021
Shares 1,651 Value ($000) $213 Avg Close — Range —
Q3 2021
Shares 1,868 Value ($000) $239 Avg Close — Range —
Q2 2021
Shares 1,868 Value ($000) $239 Avg Close — Range —