ISHARES TR

Ticker: LQD CUSIP: 464287242 Class: IBOXX INV CP ETF

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 85,866 Value ($000) $9,462 Avg Close — Range —
Q3 2025
Shares 87,156 Value ($000) $9,715 Avg Close — Range —
Q2 2025
Shares 65,183 Value ($000) $7,145 Avg Close — Range —
Q1 2025
Shares 68,115 Value ($000) $7,403 Avg Close — Range —
Q4 2024
Shares 63,407 Value ($000) $6,774 Avg Close — Range —
Q3 2024
Shares 61,924 Value ($000) $6,996 Avg Close — Range —
Q2 2024
Shares 62,663 Value ($000) $6,712 Avg Close — Range —
Q1 2024
Shares 3,184 Value ($000) $347 Avg Close — Range —