ISHARES TR

Ticker: ISTB CUSIP: 46432F859 Class: CORE 1 5 YR USD

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

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

Q4 2025
Shares 7,287 Value ($000) $355 Avg Close — Range —
Q3 2025
Shares 6,157 Value ($000) $301 Avg Close — Range —
Q2 2025
Shares 10,658 Value ($000) $519 Avg Close — Range —
Q1 2025
Shares 10,739 Value ($000) $519 Avg Close — Range —
Q4 2024
Shares 6,382 Value ($000) $305 Avg Close — Range —
Q3 2024
Shares 22,593 Value ($000) $1,100 Avg Close — Range —
Q2 2024
Shares 35,677 Value ($000) $1,690 Avg Close — Range —
Q1 2019
Shares 7,506 Value ($000) $374,228 Avg Close — Range —
Q4 2018
Shares 7,470 Value ($000) $366,478 Avg Close — Range —