ISHARES TR

Ticker: ESGU CUSIP: 46435G425 Class: ESG AWR MSCI USA

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

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

Q4 2025
Shares 3,848 Value ($000) $573 Avg Close — Range —
Q3 2025
Shares 3,848 Value ($000) $560 Avg Close — Range —