ISHARES TR

Ticker: IBMQ CUSIP: 46435U325 Class: IBONDS DEC 28

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

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

Q4 2025
Shares 47,539 Value ($000) $1,216 Avg Close — Range —
Q3 2025
Shares 46,487 Value ($000) $1,192 Avg Close — Range —