ISHARES TR

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

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

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

Q4 2025
Shares 20,805 Value ($000) $505 Avg Close — Range —
Q3 2025
Shares 386,114 Value ($000) $9,398 Avg Close — Range —