ISHARES TR

Ticker: IBDV CUSIP: 46436E726 Class: IBONDS DEC 2030

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

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

Q4 2025
Shares 1,574,557 Value ($000) $34,750 Avg Close — Range —
Q3 2025
Shares 1,552,485 Value ($000) $34,388 Avg Close — Range —