ISHARES TR

Ticker: IXUS CUSIP: 46432F834 Class: CORE MSCI TOTAL

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

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

Q4 2025
Shares 89,782 Value ($000) $7,599 Avg Close — Range —
Q3 2025
Shares 83,235 Value ($000) $6,874 Avg Close — Range —
Q2 2025
Shares 81,803 Value ($000) $6,324 Avg Close — Range —
Q1 2025
Shares 82,808 Value ($000) $5,781 Avg Close — Range —
Q4 2024
Shares 74,896 Value ($000) $4,954 Avg Close — Range —
Q3 2024
Shares 73,965 Value ($000) $5,372 Avg Close — Range —
Q2 2024
Shares 74,300 Value ($000) $5,020 Avg Close — Range —
Q1 2024
Shares 73,236 Value ($000) $4,970 Avg Close — Range —
Q4 2023
Shares 74,500 Value ($000) $4,837 Avg Close — Range —
Q3 2023
Shares 73,311 Value ($000) $4,398 Avg Close — Range —
Q2 2023
Shares 72,984 Value ($000) $4,570 Avg Close — Range —
Q1 2023
Shares 58,360 Value ($000) $3,615 Avg Close — Range —
Q4 2022
Shares 55,552 Value ($000) $3,215 Avg Close — Range —
Q3 2022
Shares 55,379 Value ($000) $2,819,906 Avg Close — Range —
Q2 2022
Shares 45,649 Value ($000) $2,603,353 Avg Close — Range —
Q1 2022
Shares 43,822 Value ($000) $2,917,700 Avg Close — Range —
Q4 2021
Shares 42,802 Value ($000) $3,040,043 Avg Close — Range —
Q3 2021
Shares 44,415 Value ($000) $3,153,499 Avg Close — Range —
Q2 2021
Shares 52,207 Value ($000) $3,826,765 Avg Close — Range —
Q1 2021
Shares 40,350 Value ($000) $2,835,790 Avg Close — Range —
Q4 2020
Shares 31,831 Value ($000) $2,138,744 Avg Close — Range —
Q3 2020
Shares 21,578 Value ($000) $1,258,886 Avg Close — Range —
Q2 2020
Shares 19,985 Value ($000) $1,089,600 Avg Close — Range —
Q1 2020
Shares 19,984 Value ($000) $939,466 Avg Close — Range —
Q4 2019
Shares 13,232 Value ($000) $819,046 Avg Close — Range —
Q3 2019
Shares 2,465 Value ($000) $409,880 Avg Close — Range —
Q2 2019
Shares 13,360 Value ($000) $783,409 Avg Close — Range —
Q1 2019
Shares 13,132 Value ($000) $762,575 Avg Close — Range —
Q4 2018
Shares 20,064 Value ($000) $1,053,962 Avg Close — Range —