ISHARES TR

Ticker: AOM CUSIP: 464289875 Class: CORE 40/60 MODER

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

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

Q1 2025

Shares 4,713 Value ($000) $207 Avg Close — Range —

Q4 2022

Shares 7,123 Value ($000) $271 Avg Close — Range —

Q1 2019

Shares 14,528 Value ($000) $552,932 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q1 2025	4,713	$207	—	—
Q4 2022	7,123	$271	—	—
Q1 2019	14,528	$552,932	—	—