ISHARES TR

Ticker: TLT CUSIP: 464287432 Class: 20 YR TR BD ETF

Summit Financial Wealth Advisors, LLC's Holding History (CIK: 0001632283)

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

Q4 2025
Shares 5,808 Value ($000) $506 Avg Close — Range —
Q3 2025
Shares 5,808 Value ($000) $519 Avg Close — Range —
Q2 2025
Shares 5,230 Value ($000) $462 Avg Close — Range —
Q1 2025
Shares 3,500 Value ($000) $319 Avg Close — Range —
Q4 2024
Shares 3,500 Value ($000) $309 Avg Close — Range —
Q3 2024
Shares 3,500 Value ($000) $343 Avg Close — Range —
Q2 2024
Shares 3,500 Value ($000) $321 Avg Close — Range —
Q4 2023
Shares 2,050 Value ($000) $203 Avg Close — Range —