ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025

Shares 60,751 Value ($000) $7,488 Avg Close — Range —

Q3 2025

Shares 55,552 Value ($000) $6,706 Avg Close — Range —

Q1 2025

Shares 60,236 Value ($000) $5,592 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	60,751	$7,488	—	—
Q3 2025	55,552	$6,706	—	—
Q1 2025	60,236	$5,592	—	—