SUMMIT BROKERAGE ROTH IRA
Account Number: Z55509876
Statement Period: 04/01/2025 - 06/30/2025
Beginning Balance: $22,140.00

Market Value of Your Account
Investment                     Shares     Price      Value
Target Date 2050 Fund            410.500  $   38.20  $  15,681.10
Small Cap Value ETF               95.000  $   42.75  $   4,061.25
Account Totals                                       $19,742.35
