ISHARES TR

Ticker: IEI CUSIP: 464288661 Class: Fixed Income ETF

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

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

Q4 2025
Shares 5,548 Value ($000) $662 Avg Close — Range —
Q3 2025
Shares 6,461 Value ($000) $772 Avg Close — Range —
Q2 2025
Shares 4,572 Value ($000) $545 Avg Close — Range —
Q1 2025
Shares 6,950 Value ($000) $821 Avg Close — Range —
Q2 2023
Shares 1,765 Value ($000) $203 Avg Close — Range —