ISHARES TR

Ticker: IDV CUSIP: 464288448 Class: INTL SEL DIV ETF

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

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

Q4 2025
Shares 24,079 Value ($000) $950 Avg Close — Range —
Q3 2025
Shares 19,033 Value ($000) $696 Avg Close — Range —
Q2 2025
Shares 15,612 Value ($000) $539 Avg Close — Range —
Q1 2025
Shares 16,301 Value ($000) $506 Avg Close — Range —
Q4 2024
Shares 16,247 Value ($000) $445 Avg Close — Range —
Q3 2024
Shares 15,706 Value ($000) $475 Avg Close — Range —
Q2 2024
Shares 16,255 Value ($000) $450 Avg Close — Range —