ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

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

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

Q4 2025
Shares 6,633 Value ($000) $1,660 Avg Close — Range —
Q3 2025
Shares 6,743 Value ($000) $1,729 Avg Close — Range —
Q2 2025
Shares 3,028 Value ($000) $728 Avg Close — Range —
Q1 2025
Shares 1,681 Value ($000) $340 Avg Close — Range —