ISHARES TR

Ticker: PFF CUSIP: 464288687 Class: PFD AND INCM SEC

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

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

Q4 2025
Shares 111,445 Value ($000) $3,450 Avg Close — Range —
Q3 2025
Shares 115,659 Value ($000) $3,657 Avg Close — Range —
Q2 2025
Shares 104,371 Value ($000) $3,202 Avg Close — Range —
Q1 2025
Shares 105,848 Value ($000) $3,253 Avg Close — Range —
Q4 2024
Shares 105,644 Value ($000) $3,321 Avg Close — Range —
Q3 2024
Shares 104,229 Value ($000) $3,464 Avg Close — Range —
Q2 2024
Shares 39,457 Value ($000) $1,245 Avg Close — Range —
Q1 2024
Shares 44,580 Value ($000) $1,437 Avg Close — Range —
Q4 2023
Shares 35,813 Value ($000) $1,117 Avg Close — Range —
Q3 2023
Shares 60,985 Value ($000) $1,839 Avg Close — Range —
Q2 2023
Shares 61,977 Value ($000) $1,917 Avg Close — Range —
Q1 2023
Shares 9,263 Value ($000) $289 Avg Close — Range —