ISHARES TR

Ticker: SHYG CUSIP: 46434V407 Class: 0-5YR HI YL CP

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

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

Q4 2025
Shares 34,539 Value ($000) $1,481 Avg Close — Range —
Q3 2025
Shares 25,227 Value ($000) $1,092 Avg Close — Range —
Q2 2025
Shares 15,553 Value ($000) $671 Avg Close — Range —
Q1 2025
Shares 6,173 Value ($000) $262 Avg Close — Range —
Q4 2024
Shares 4,891 Value ($000) $208 Avg Close — Range —
Q2 2024
Shares 4,762 Value ($000) $201 Avg Close — Range —
Q1 2024
Shares 4,727 Value ($000) $201 Avg Close — Range —