ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

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

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

Q4 2025
Shares 53,001 Value ($000) $6,974 Avg Close — Range —
Q3 2025
Shares 48,204 Value ($000) $6,253 Avg Close — Range —
Q2 2025
Shares 7,096 Value ($000) $877 Avg Close — Range —
Q1 2025
Shares 1,915 Value ($000) $229 Avg Close — Range —