ISHARES TR

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

Summit Financial Consulting LLC's Holding History (CIK: 0002065794)

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

Q4 2025
Shares 197,570 Value ($000) $21,770 Avg Close — Range —
Q3 2025
Shares 180,158 Value ($000) $20,082 Avg Close — Range —
Q2 2025
Shares 4,235 Value ($000) $464 Avg Close — Range —
Q1 2025
Shares 169,110 Value ($000) $18,381 Avg Close — Range —