ISHARES TR

Ticker: ACWI CUSIP: 464288257 Class: MSCI ACWI ETF

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

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

Q4 2025
Shares 2,351 Value ($000) $333 Avg Close — Range —
Q3 2025
Shares 2,351 Value ($000) $325 Avg Close — Range —
Q2 2025
Shares 2,351 Value ($000) $302 Avg Close — Range —
Q1 2025
Shares 2,076 Value ($000) $242 Avg Close — Range —
Q4 2024
Shares 2,077 Value ($000) $244 Avg Close — Range —
Q3 2024
Shares 2,076 Value ($000) $248 Avg Close — Range —
Q2 2024
Shares 2,306 Value ($000) $259 Avg Close — Range —
Q1 2024
Shares 2,306 Value ($000) $254 Avg Close — Range —
Q4 2023
Shares 2,306 Value ($000) $235 Avg Close — Range —
Q3 2023
Shares 2,306 Value ($000) $213 Avg Close — Range —
Q2 2023
Shares 2,306 Value ($000) $221 Avg Close — Range —