ISHARES TR

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

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

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

Q4 2025
Shares 528,351 Value ($000) $13,449 Avg Close — Range —
Q3 2025
Shares 779,796 Value ($000) $19,900 Avg Close — Range —