ISHARES TR

Ticker: IBDT CUSIP: 46435U515 Class: IBDS DEC28 ETF

Summit Asset Management, LLC's Holding History (CIK: 0001509974)

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

Q4 2025
Shares 728,665 Value ($000) $18,548 Avg Close — Range —
Q3 2025
Shares 9,629 Value ($000) $246 Avg Close — Range —