ISHARES TR

Ticker: SUSA CUSIP: 464288802 Class: MSCI USA ESG SLC

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

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

Q4 2025
Shares 1,744 Value ($000) $243 Avg Close — Range —
Q3 2025
Shares 1,740 Value ($000) $236 Avg Close — Range —
Q2 2025
Shares 1,632 Value ($000) $207 Avg Close — Range —