ISHARES TR

Ticker: IAGG CUSIP: 46435G672 Class: CORE INTL AGGR

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q4 2025
Shares 11,820 Value ($000) $591 Avg Close — Range —
Q3 2025
Shares 9,944 Value ($000) $509 Avg Close — Range —
Q2 2025
Shares 8,943 Value ($000) $457 Avg Close — Range —
Q1 2025
Shares 11,556 Value ($000) $578 Avg Close — Range —
Q4 2024
Shares 9,865 Value ($000) $492 Avg Close — Range —
Q3 2024
Shares 6,248 Value ($000) $324 Avg Close — Range —
Q2 2024
Shares 4,761 Value ($000) $238 Avg Close — Range —
Q1 2024
Shares 4,339 Value ($000) $217 Avg Close — Range —
Q4 2023
Shares 4,258 Value ($000) $212 Avg Close — Range —