ABRDN PRECIOUS METALS BASKET

Ticker: GLTR CUSIP: 003263100 Class: PHYSCL PRECS MET

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q4 2025
Shares 140,485 Value ($000) $28,884 Avg Close — Range —
Q3 2025
Shares 151,260 Value ($000) $25,026 Avg Close — Range —
Q2 2025
Shares 151,650 Value ($000) $20,950 Avg Close — Range —
Q1 2025
Shares 148,754 Value ($000) $19,259 Avg Close — Range —
Q4 2024
Shares 146,293 Value ($000) $16,063 Avg Close — Range —
Q3 2024
Shares 145,362 Value ($000) $16,468 Avg Close — Range —
Q2 2024
Shares 139,617 Value ($000) $14,378 Avg Close — Range —
Q1 2024
Shares 134,886 Value ($000) $12,882 Avg Close — Range —
Q4 2023
Shares 133,097 Value ($000) $12,114 Avg Close — Range —
Q3 2023
Shares 132,563 Value ($000) $11,156 Avg Close — Range —
Q2 2023
Shares 126,463 Value ($000) $10,972 Avg Close — Range —
Q1 2023
Shares 124,463 Value ($000) $11,352 Avg Close — Range —
Q4 2022
Shares 89,708 Value ($000) $8,005 Avg Close — Range —
Q3 2022
Shares 104,969 Value ($000) $8,516 Avg Close — Range —
Q2 2022
Shares 104,798 Value ($000) $8,942 Avg Close — Range —
Q1 2022
Shares 100,343 Value ($000) $9,641 Avg Close — Range —
Q4 2021
Shares 101,625 Value ($000) $9,091 Avg Close — Range —
Q3 2021
Shares 90,660 Value ($000) $7,838 Avg Close — Range —
Q2 2021
Shares 83,202 Value ($000) $8,025 Avg Close — Range —
Q1 2021
Shares 83,010 Value ($000) $7,693 Avg Close — Range —
Q4 2020
Shares 72,931 Value ($000) $7,217 Avg Close — Range —
Q3 2020
Shares 72,673 Value ($000) $6,828 Avg Close — Range —
Q2 2020
Shares 72,615 Value ($000) $6,066 Avg Close — Range —
Q1 2020
Shares 71,023 Value ($000) $5,334 Avg Close — Range —
Q4 2019
Shares 77,947 Value ($000) $5,955 Avg Close — Range —
Q3 2019
Shares 77,089 Value ($000) $5,595 Avg Close — Range —
Q2 2019
Shares 72,890 Value ($000) $4,962 Avg Close — Range —
Q1 2019
Shares 36,879 Value ($000) $2,348 Avg Close — Range —