ISHARES TR

Ticker: IBMR CUSIP: 46436E163 Class: IBONDS DEC 2029

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

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

Q4 2025
Shares 153,538 Value ($000) $3,904 Avg Close — Range —
Q3 2025
Shares 151,640 Value ($000) $3,871 Avg Close — Range —