ISHARES TR

Ticker: IBDS CUSIP: 46435UAA9 Class: IBONDS 27 ETF

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

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

Q4 2025
Shares 762,818 Value ($000) $18,521 Avg Close — Range —
Q3 2025
Shares 715,754 Value ($000) $17,421 Avg Close — Range —
Q2 2025
Shares 685,568 Value ($000) $16,639 Avg Close — Range —
Q1 2025
Shares 672,494 Value ($000) $16,261 Avg Close — Range —
Q4 2024
Shares 658,487 Value ($000) $15,777 Avg Close — Range —
Q3 2024
Shares 11,415 Value ($000) $278 Avg Close — Range —