EA SERIES TRUST

Ticker: BOXX CUSIP: 02072L565 Class: ALPHA ARCH 1-3

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

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

Q4 2025
Shares 145,348 Value ($000) $16,730 Avg Close — Range —
Q3 2025
Shares 137,960 Value ($000) $15,708 Avg Close — Range —
Q2 2025
Shares 135,442 Value ($000) $15,262 Avg Close — Range —
Q1 2025
Shares 130,485 Value ($000) $14,548 Avg Close — Range —
Q4 2024
Shares 127,187 Value ($000) $14,026 Avg Close — Range —
Q3 2024
Shares 121,195 Value ($000) $13,202 Avg Close — Range —
Q2 2024
Shares 115,042 Value ($000) $12,403 Avg Close — Range —
Q1 2024
Shares 111,443 Value ($000) $11,864 Avg Close — Range —