ISHARES TR

Ticker: IBDZ CUSIP: 46438G653 Class: COM

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

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

Q4 2025
Shares 1,657,455 Value ($000) $43,707 Avg Close — Range —
Q3 2025
Shares 522,212 Value ($000) $13,823 Avg Close — Range —