ISHARES TR

Ticker: IBDY CUSIP: 46436E130 Class: IBONDS DEC 2033

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

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

Q4 2025
Shares 1,952,145 Value ($000) $51,029 Avg Close — Range —
Q3 2025
Shares 1,854,861 Value ($000) $48,653 Avg Close — Range —