ISHARES TR

Ticker: IEFA CUSIP: 46432F842 Class: CORE MSCI EAFE

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

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

Q4 2025
Shares 488,202 Value ($000) $43,675 Avg Close — Range —
Q3 2025
Shares 516,313 Value ($000) $45,079 Avg Close — Range —
Q2 2025
Shares 454,759 Value ($000) $37,963 Avg Close — Range —
Q1 2025
Shares 320,673 Value ($000) $24,259 Avg Close — Range —
Q4 2024
Shares 422,118 Value ($000) $29,666 Avg Close — Range —
Q3 2024
Shares 343,765 Value ($000) $26,831 Avg Close — Range —
Q2 2024
Shares 331,044 Value ($000) $24,047 Avg Close — Range —
Q1 2024
Shares 56,009 Value ($000) $4,157 Avg Close — Range —
Q4 2023
Shares 76,193 Value ($000) $5,360 Avg Close — Range —
Q3 2023
Shares 76,548 Value ($000) $4,926 Avg Close — Range —
Q2 2023
Shares 76,962 Value ($000) $5,195 Avg Close — Range —
Q1 2023
Shares 77,662 Value ($000) $5,192 Avg Close — Range —
Q4 2022
Shares 75,982 Value ($000) $4,684 Avg Close — Range —
Q3 2022
Shares 109,816 Value ($000) $5,784,008 Avg Close — Range —
Q2 2022
Shares 105,644 Value ($000) $6,217,139 Avg Close — Range —
Q1 2022
Shares 112,956 Value ($000) $7,851,579 Avg Close — Range —
Q4 2021
Shares 114,978 Value ($000) $8,594,551 Avg Close — Range —
Q3 2021
Shares 117,025 Value ($000) $8,689,097 Avg Close — Range —
Q2 2021
Shares 114,955 Value ($000) $8,605,522 Avg Close — Range —
Q1 2021
Shares 96,502 Value ($000) $6,952,974 Avg Close — Range —
Q4 2020
Shares 97,021 Value ($000) $6,703,204 Avg Close — Range —
Q3 2020
Shares 48,544 Value ($000) $2,926,232 Avg Close — Range —
Q2 2020
Shares 40,015 Value ($000) $2,287,257 Avg Close — Range —
Q1 2019
Shares 6,887 Value ($000) $418,523 Avg Close — Range —
Q4 2018
Shares 6,846 Value ($000) $376,530 Avg Close — Range —