ISHARES TR

Ticker: HDV CUSIP: 46429B663 Class: CORE HIGH DV ETF

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

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

Q4 2025
Shares 2,424 Value ($000) $295 Avg Close — Range —
Q3 2025
Shares 2,374 Value ($000) $291 Avg Close — Range —