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Summit Financial Wealth Advisors, LLC
> BTT
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | BLACKROCK MUN 2030 TAR TERM | BTT | 20,675 | 500 | 429,627,000 | 429,171,000 | $20,780.02 |
| 06/30/2022 | BLACKROCK MUN 2030 TAR TERM | BTT | 20,175 | 0 | 456,000 | -21,000 | $22.60 |
| 03/31/2022 | BLACKROCK MUN 2030 TAR TERM | BTT | 20,175 | 0 | 477,000 | -45,000 | $23.64 |
| 12/31/2021 | BLACKROCK MUN 2030 TAR TERM | BTT | 20,175 | 0 | 522,000 | 7,000 | $25.87 |
| 09/30/2021 | BLACKROCK MUN 2030 TAR TERM | BTT | 20,175 | 1,225 | 515,000 | 28,000 | $25.53 |
| 03/31/2021 | BLACKROCK MUN 2030 TAR TERM | BTT | 18,950 | 0 | 487,000 | 13,000 | $25.70 |
| 12/31/2020 | BLACKROCK MUN 2030 TAR TERM | BTT | 18,950 | 0 | 474,000 | 2,000 | $25.01 |
| 09/30/2020 | BLACKROCK MUN 2030 TAR TERM | BTT | 18,950 | 0 | 472,000 | 16,000 | $24.91 |
| 06/30/2020 | BLACKROCK MUN 2030 TAR TERM | BTT | 18,950 | 0 | 456,000 | 33,000 | $24.06 |
| 03/31/2020 | BLACKROCK MUN 2030 TAR TERM | BTT | 18,950 | 500 | 423,000 | -31,000 | $22.32 |
| 12/31/2019 | BLACKROCK MUN 2030 TAR TERM | BTT | 18,450 | 900 | 454,000 | 35,000 | $24.61 |
| 09/30/2019 | BLACKROCK MUN 2030 TAR TERM | BTT | 17,550 | 350 | 419,000 | 19,000 | $23.87 |
| 06/30/2019 | BLACKROCK MUN 2030 TAR TERM | BTT | 17,200 | 1,000 | 400,000 | 39,000 | $23.26 |
| 03/31/2019 | BLACKROCK MUN 2030 TAR TERM | BTT | 16,200 | 1,000 | 361,000 | 49,000 | $22.28 |
| 12/31/2018 | BLACKROCK MUN 2030 TAR TERM | BTT | 15,200 | 1,200 | 312,000 | 33,000 | $20.53 |
| 09/30/2018 | BLACKROCK MUN 2030 TAR TERM | BTT | 14,000 | 0 | 279,000 | -19,000 | $19.93 |
| 06/30/2018 | BLACKROCK MUN 2030 TAR TERM | BTT | 14,000 | 0 | 298,000 | 0 | $21.29 |
| 03/31/2018 | BLACKROCK MUN 2030 TAR TERM | BTT | 14,000 | 500 | 298,000 | -4,000 | $21.29 |
| 12/31/2017 | BLACKROCK MUN 2030 TAR TERM | BTT | 13,500 | 3,800 | 302,000 | 82,000 | $22.37 |
| 09/30/2017 | BLACKROCK MUN 2030 TAR TERM | BTT | 9,700 | 0 | 220,000 | -4,000 | $22.68 |
| 06/30/2017 | BLACKROCK MUN 2030 TAR TERM | BTT | 9,700 | -1,400 | 224,000 | -27,000 | $23.09 |
| 03/31/2017 | BLACKROCK MUN 2030 TAR TERM | BTT | 11,100 | 11,100 | 251,000 | 251,000 | $22.61 |
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