ISHARES TR

Ticker: AOR CUSIP: 464289867 Class: CORE 60/40 BALAN

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

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

Q1 2023
Shares 4,416 Value ($000) $221 Avg Close — Range —
Q4 2022
Shares 6,172 Value ($000) $291 Avg Close — Range —
Q1 2020
Shares 22,539 Value ($000) $932,649 Avg Close — Range —
Q4 2019
Shares 22,539 Value ($000) $1,078,249 Avg Close — Range —
Q1 2019
Shares 47,173 Value ($000) $2,108,643 Avg Close — Range —
Q4 2018
Shares 47,079 Value ($000) $1,944,833 Avg Close — Range —