ISHARES TR

Ticker: IBMS CUSIP: 46438G687 Class: IBONDS DEC 2030

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

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

Q4 2025
Shares 125,285 Value ($000) $3,265 Avg Close — Range —
Q3 2025
Shares 128,653 Value ($000) $3,355 Avg Close — Range —