ISHARES TR

Ticker: SUB CUSIP: 464288158 Class: SHRT NAT MUN ETF

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

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

Q4 2025
Shares 15,271 Value ($000) $1,629 Avg Close — Range —
Q3 2025
Shares 8,268 Value ($000) $883 Avg Close — Range —
Q2 2025
Shares 12,690 Value ($000) $1,349 Avg Close — Range —
Q1 2025
Shares 12,664 Value ($000) $1,337 Avg Close — Range —
Q4 2024
Shares 14,833 Value ($000) $1,565 Avg Close — Range —
Q3 2024
Shares 8,965 Value ($000) $952 Avg Close — Range —
Q2 2024
Shares 9,515 Value ($000) $995 Avg Close — Range —
Q1 2024
Shares 7,779 Value ($000) $815 Avg Close — Range —
Q4 2023
Shares 9,372 Value ($000) $988 Avg Close — Range —
Q3 2023
Shares 9,466 Value ($000) $974 Avg Close — Range —
Q2 2023
Shares 9,480 Value ($000) $986 Avg Close — Range —
Q1 2023
Shares 4,593 Value ($000) $481 Avg Close — Range —
Q4 2022
Shares 4,698 Value ($000) $490 Avg Close — Range —
Q3 2022
Shares 6,191 Value ($000) $635,567 Avg Close — Range —
Q1 2020
Shares 1,897 Value ($000) $201,699 Avg Close — Range —
Q1 2019
Shares 2,730 Value ($000) $289,416 Avg Close — Range —
Q4 2018
Shares 2,723 Value ($000) $287,004 Avg Close — Range —