ISHARES TR

Ticker: USHY CUSIP: 46435U853 Class: BROAD USD HIGH

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

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

Q4 2025
Shares 18,682 Value ($000) $699 Avg Close — Range —
Q3 2025
Shares 19,652 Value ($000) $742 Avg Close — Range —
Q2 2025
Shares 11,231 Value ($000) $421 Avg Close — Range —
Q1 2025
Shares 10,786 Value ($000) $397 Avg Close — Range —
Q4 2024
Shares 12,055 Value ($000) $444 Avg Close — Range —
Q3 2024
Shares 15,831 Value ($000) $596 Avg Close — Range —
Q2 2024
Shares 19,463 Value ($000) $706 Avg Close — Range —
Q1 2024
Shares 10,279 Value ($000) $376 Avg Close — Range —
Q4 2023
Shares 11,848 Value ($000) $431 Avg Close — Range —
Q3 2023
Shares 14,639 Value ($000) $508 Avg Close — Range —
Q2 2023
Shares 20,836 Value ($000) $736 Avg Close — Range —
Q1 2023
Shares 25,664 Value ($000) $912 Avg Close — Range —
Q4 2022
Shares 28,511 Value ($000) $984 Avg Close — Range —
Q3 2022
Shares 32,517 Value ($000) $1,093,222 Avg Close — Range —
Q2 2022
Shares 31,011 Value ($000) $1,073,601 Avg Close — Range —
Q1 2022
Shares 22,401 Value ($000) $870,503 Avg Close — Range —
Q4 2021
Shares 11,172 Value ($000) $460,175 Avg Close — Range —