ISHARES TR

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

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

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

Q4 2025
Shares 371,503 Value ($000) $32,380 Avg Close — Range —
Q3 2025
Shares 454,311 Value ($000) $40,602 Avg Close — Range —
Q2 2025
Shares 498,086 Value ($000) $43,956 Avg Close — Range —
Q1 2025
Shares 310,659 Value ($000) $28,279 Avg Close — Range —
Q4 2024
Shares 92,488 Value ($000) $8,077 Avg Close — Range —
Q3 2024
Shares 129,508 Value ($000) $12,705 Avg Close — Range —
Q2 2024
Shares 139,439 Value ($000) $12,798 Avg Close — Range —
Q1 2024
Shares 102,267 Value ($000) $9,677 Avg Close — Range —
Q4 2023
Shares 68,271 Value ($000) $6,751 Avg Close — Range —
Q3 2023
Shares 82,307 Value ($000) $7,300 Avg Close — Range —
Q2 2023
Shares 80,771 Value ($000) $8,315 Avg Close — Range —
Q1 2023
Shares 2,355 Value ($000) $251 Avg Close — Range —