ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

Summit Investment Advisory Services, LLC's Holding History (CIK: 0001914395)

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

Q4 2025
Shares 24,090 Value ($000) $2,268 Avg Close — Range —
Q3 2025
Shares 24,681 Value ($000) $2,348 Avg Close — Range —
Q2 2025
Shares 24,972 Value ($000) $2,344 Avg Close — Range —
Q1 2025
Shares 25,039 Value ($000) $2,345 Avg Close — Range —
Q4 2024
Shares 25,165 Value ($000) $2,234 Avg Close — Range —
Q3 2024
Shares 26,870 Value ($000) $2,454 Avg Close — Range —
Q1 2024
Shares 26,900 Value ($000) $2,248 Avg Close — Range —
Q4 2023
Shares 27,166 Value ($000) $2,120 Avg Close — Range —
Q3 2023
Shares 27,246 Value ($000) $1,972 Avg Close — Range —
Q2 2023
Shares 30,126 Value ($000) $2,239 Avg Close — Range —
Q1 2023
Shares 31,333 Value ($000) $2,279 Avg Close — Range —
Q4 2022
Shares 32,182 Value ($000) $2,320 Avg Close — Range —