ISHARES TR

Ticker: USIG CUSIP: 464288620 Class: USD INV GRDE ETF

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

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

Q4 2025
Shares 10,804 Value ($000) $559 Avg Close — Range —
Q3 2025
Shares 13,224 Value ($000) $691 Avg Close — Range —
Q2 2025
Shares 12,040 Value ($000) $619 Avg Close — Range —
Q1 2025
Shares 12,744 Value ($000) $651 Avg Close — Range —
Q4 2024
Shares 18,717 Value ($000) $941 Avg Close — Range —
Q3 2024
Shares 28,056 Value ($000) $1,475 Avg Close — Range —
Q2 2024
Shares 31,885 Value ($000) $1,601 Avg Close — Range —
Q1 2024
Shares 7,061 Value ($000) $358 Avg Close — Range —
Q4 2023
Shares 8,794 Value ($000) $451 Avg Close — Range —
Q3 2023
Shares 8,795 Value ($000) $423 Avg Close — Range —
Q2 2023
Shares 8,795 Value ($000) $441 Avg Close — Range —