ISHARES TR

Ticker: IMCV CUSIP: 464288406 Class: MRGSTR MD CP VAL

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

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

Q4 2025
Shares 2,995 Value ($000) $247 Avg Close — Range —
Q3 2025
Shares 2,922 Value ($000) $235 Avg Close — Range —
Q2 2025
Shares 3,028 Value ($000) $230 Avg Close — Range —
Q1 2025
Shares 3,013 Value ($000) $224 Avg Close — Range —