ISHARES TR

Ticker: IBDX CUSIP: 46436E312 Class: IBONDS DEC 2032

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

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

Q4 2025
Shares 1,521,738 Value ($000) $38,850 Avg Close — Range —
Q3 2025
Shares 1,441,585 Value ($000) $36,933 Avg Close — Range —