ISHARES TR

Ticker: IBDU CUSIP: 46436E205 Class: IBONDS DEC 29

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

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

Q4 2025
Shares 1,068,563 Value ($000) $25,010 Avg Close — Range —
Q3 2025
Shares 1,010,855 Value ($000) $23,725 Avg Close — Range —