ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

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

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

Q4 2025
Shares 104,573 Value ($000) $10,056 Avg Close — Range —
Q3 2025
Shares 105,061 Value ($000) $10,134 Avg Close — Range —
Q2 2025
Shares 109,823 Value ($000) $10,518 Avg Close — Range —
Q1 2025
Shares 159,268 Value ($000) $15,189 Avg Close — Range —
Q4 2024
Shares 86,469 Value ($000) $7,994 Avg Close — Range —
Q3 2024
Shares 95,013 Value ($000) $9,323 Avg Close — Range —
Q2 2024
Shares 93,720 Value ($000) $8,777 Avg Close — Range —
Q1 2024
Shares 34,878 Value ($000) $3,302 Avg Close — Range —
Q4 2023
Shares 33,748 Value ($000) $3,253 Avg Close — Range —
Q3 2023
Shares 35,116 Value ($000) $3,216 Avg Close — Range —
Q2 2023
Shares 34,734 Value ($000) $3,355 Avg Close — Range —
Q1 2023
Shares 2,885 Value ($000) $286 Avg Close — Range —
Q4 2022
Shares 3,150 Value ($000) $302 Avg Close — Range —
Q3 2022
Shares 3,404 Value ($000) $326,763 Avg Close — Range —