ISHARES TR

Ticker: IBMP CUSIP: 46435U283 Class: IBONDS DEC 27

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

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

Q4 2025
Shares 62,344 Value ($000) $1,583 Avg Close — Range —
Q3 2025
Shares 72,938 Value ($000) $1,858 Avg Close — Range —