ISHARES TR

Ticker: IYE CUSIP: 464287796 Class: U.S. ENERGY ETF

Summit Financial Consulting LLC's Holding History (CIK: 0002065794)

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

Q4 2025
Shares 153,227 Value ($000) $7,283 Avg Close — Range —
Q3 2025
Shares 137,409 Value ($000) $6,530 Avg Close — Range —
Q2 2025
Shares 129,917 Value ($000) $5,875 Avg Close — Range —
Q1 2025
Shares 112,711 Value ($000) $5,557 Avg Close — Range —