ISHARES TR

Ticker: REZ CUSIP: 464288562 Class: RESIDENTIAL MULT

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

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

Q4 2025
Shares 4,355 Value ($000) $360 Avg Close — Range —
Q3 2025
Shares 3,425 Value ($000) $291 Avg Close — Range —