ISHARES TR

Ticker: IAK CUSIP: 464288786 Class: U.S. INSRNCE ETF

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

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

Q4 2025
Shares 2,315 Value ($000) $315 Avg Close — Range —
Q3 2025
Shares 2,347 Value ($000) $315 Avg Close — Range —
Q2 2025
Shares 3,444 Value ($000) $463 Avg Close — Range —
Q1 2025
Shares 5,298 Value ($000) $730 Avg Close — Range —