ISHARES U S ETF TR

Ticker: NEAR CUSIP: 46431W507 Class: BLACKROCK ST MAT

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

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

Q4 2025
Shares 198,159 Value ($000) $10,126 Avg Close — Range —
Q3 2025
Shares 360,560 Value ($000) $18,490 Avg Close — Range —
Q2 2025
Shares 709,707 Value ($000) $36,266 Avg Close — Range —
Q1 2025
Shares 718,511 Value ($000) $36,551 Avg Close — Range —