ISHARES TR

Ticker: IDU CUSIP: 464287697 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 3,384 Value ($000) $367 Avg Close — Range —
Q3 2025
Shares 3,384 Value ($000) $375 Avg Close — Range —
Q2 2025
Shares 3,100 Value ($000) $324 Avg Close — Range —
Q1 2025
Shares 2,904 Value ($000) $295 Avg Close — Range —
Q4 2024
Shares 2,903 Value ($000) $279 Avg Close — Range —
Q3 2024
Shares 3,234 Value ($000) $330 Avg Close — Range —
Q2 2024
Shares 3,304 Value ($000) $290 Avg Close — Range —
Q1 2024
Shares 2,431 Value ($000) $205 Avg Close — Range —