BILL HOLDINGS INC

Ticker: BILL CUSIP: 090043100 Class: EQTY

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

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

Q4 2025
Shares 5,000 Value ($000) $273 Avg Close $51.37 Range $42.97 - $57.21
Q3 2025
Shares 5,000 Value ($000) $265 Avg Close $46.44 Range $38.70 - $55.37
Q2 2025
Shares 5,000 Value ($000) $231 Avg Close $44.20 Range $36.55 - $49.16
Q1 2025
Shares 5,000 Value ($000) $229 Avg Close $67.25 Range $42.82 - $100.19
Q4 2023
Shares 15,000 Value ($000) $1,224 Avg Close $82.11 Range $51.94 - $118.69
Q3 2023
Shares 15,000 Value ($000) $1,629 Avg Close $113.76 Range $94.03 - $139.50
Q2 2023
Shares 15,000 Value ($000) $1,753 Avg Close $95.00 Range $71.88 - $120.00
Q1 2023
Shares 15,000 Value ($000) $1,217 Avg Close $92.75 Range $68.30 - $132.13
Q4 2022
Shares 15,000 Value ($000) $1,634 Avg Close $120.06 Range $97.37 - $154.12
Q3 2022
Shares 15,000 Value ($000) $1,986 Avg Close $143.68 Range $109.06 - $179.85
Q2 2022
Shares 15,000 Value ($000) $1,649 Avg Close $145.57 Range $89.87 - $244.89