ISHARES TR

Ticker: IBDW CUSIP: 46436E486 Class: IBONDS DEC 2031

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

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

Q4 2025
Shares 1,826,496 Value ($000) $38,630 Avg Close — Range —
Q3 2025
Shares 1,739,411 Value ($000) $36,910 Avg Close — Range —