ISHARES TR

Ticker: HEFA CUSIP: 46434V803 Class: HDG MSCI EAFE

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

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

Q4 2025
Shares 44,536 Value ($000) $1,842 Avg Close — Range —
Q3 2025
Shares 43,565 Value ($000) $1,726 Avg Close — Range —
Q2 2025
Shares 41,876 Value ($000) $1,590 Avg Close — Range —
Q1 2025
Shares 40,786 Value ($000) $1,480 Avg Close — Range —