ISHARES TR

Ticker: IBDR CUSIP: 46435GAA0 Class: IBONDS DEC2026

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

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

Q4 2025
Shares 19,059 Value ($000) $462 Avg Close — Range —
Q3 2025
Shares 333,054 Value ($000) $8,093 Avg Close — Range —