AMERICAN CENTY ETF TR

Ticker: AVEM CUSIP: 025072604 Class: AVANTIS EMGMKT

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q4 2025
Shares 856,409 Value ($000) $65,961 Avg Close — Range —
Q3 2025
Shares 859,984 Value ($000) $64,593 Avg Close — Range —
Q2 2025
Shares 868,539 Value ($000) $59,530 Avg Close — Range —
Q1 2025
Shares 867,238 Value ($000) $52,182 Avg Close — Range —
Q4 2024
Shares 844,484 Value ($000) $49,647 Avg Close — Range —
Q3 2024
Shares 806,659 Value ($000) $52,110 Avg Close — Range —
Q2 2024
Shares 777,008 Value ($000) $47,467 Avg Close — Range —
Q1 2024
Shares 745,826 Value ($000) $43,228 Avg Close — Range —
Q4 2023
Shares 683,615 Value ($000) $38,549 Avg Close — Range —