ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q4 2025
Shares 1,320 Value ($000) $222 Avg Close — Range —
Q3 2025
Shares 1,320 Value ($000) $217 Avg Close — Range —