SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

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

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

Q4 2025
Shares 102,495 Value ($000) $4,552 Avg Close — Range —
Q3 2025
Shares 106,124 Value ($000) $4,541 Avg Close — Range —
Q2 2025
Shares 101,618 Value ($000) $4,115 Avg Close — Range —
Q1 2025
Shares 101,870 Value ($000) $3,709 Avg Close — Range —
Q4 2024
Shares 102,784 Value ($000) $3,508 Avg Close — Range —