ISHARES TR

Ticker: ACWI CUSIP: 464288257 Class: MSCI ACWI ETF

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

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

Q4 2025
Shares 21,683 Value ($000) $3,068 Avg Close — Range —
Q3 2025
Shares 20,015 Value ($000) $2,767 Avg Close — Range —
Q2 2025
Shares 14,610 Value ($000) $1,879 Avg Close — Range —
Q1 2025
Shares 16,536 Value ($000) $1,925 Avg Close — Range —
Q4 2024
Shares 10,932 Value ($000) $1,285 Avg Close — Range —