PIMCO ETF TR

Ticker: SMMU CUSIP: 72201R874 Class: SHTRM MUN BD ACT

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q4 2025
Shares 32,759 Value ($000) $1,652 Avg Close — Range —
Q3 2025
Shares 29,185 Value ($000) $1,476 Avg Close — Range —
Q2 2025
Shares 24,324 Value ($000) $1,220 Avg Close — Range —
Q1 2025
Shares 17,124 Value ($000) $857 Avg Close — Range —
Q4 2024
Shares 12,455 Value ($000) $621 Avg Close — Range —
Q3 2024
Shares 8,998 Value ($000) $454 Avg Close — Range —
Q2 2024
Shares 9,683 Value ($000) $483 Avg Close — Range —