ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

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

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

Q4 2025
Shares 225,240 Value ($000) $24,810 Avg Close — Range —
Q3 2025
Shares 225,739 Value ($000) $24,942 Avg Close — Range —
Q2 2025
Shares 292,466 Value ($000) $32,294 Avg Close — Range —
Q1 2025
Shares 586,507 Value ($000) $64,786 Avg Close — Range —
Q2 2024
Shares 21,998 Value ($000) $2,431 Avg Close — Range —
Q1 2024
Shares 31,350 Value ($000) $3,465 Avg Close — Range —
Q3 2023
Shares 32,585 Value ($000) $3,600 Avg Close — Range —