ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

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

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

Q4 2025
Shares 10,105 Value ($000) $3,043 Avg Close — Range —
Q3 2025
Shares 9,330 Value ($000) $2,530 Avg Close — Range —
Q2 2025
Shares 9,513 Value ($000) $2,271 Avg Close — Range —
Q1 2025
Shares 2,075 Value ($000) $390 Avg Close — Range —