ISHARES TR

Ticker: SHY CUSIP: 464287457 Class: ETF

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

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

Q4 2025
Shares 9,019 Value ($000) $747 Avg Close — Range —
Q3 2025
Shares 7,082 Value ($000) $588 Avg Close — Range —
Q2 2025
Shares 5,853 Value ($000) $485 Avg Close — Range —
Q1 2025
Shares 5,881 Value ($000) $487 Avg Close — Range —
Q4 2024
Shares 3,943 Value ($000) $323 Avg Close — Range —
Q3 2024
Shares 6,090 Value ($000) $506 Avg Close — Range —
Q2 2024
Shares 7,559 Value ($000) $617 Avg Close — Range —
Q1 2024
Shares 5,792 Value ($000) $474 Avg Close — Range —
Q4 2023
Shares 2,789 Value ($000) $229 Avg Close — Range —
Q3 2023
Shares 24,426 Value ($000) $1,978 Avg Close — Range —
Q2 2023
Shares 20,768 Value ($000) $1,684 Avg Close — Range —
Q1 2023
Shares 12,792 Value ($000) $1,051 Avg Close — Range —