PIMCO ETF TR

Ticker: PRFD CUSIP: 72201R619 Class: PREFERRED AND CP

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

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

Q4 2025
Shares 45,994 Value ($000) $2,380 Avg Close — Range —
Q3 2025
Shares 44,543 Value ($000) $2,307 Avg Close — Range —