BROADRIDGE FINL SOLUTIONS IN

Ticker: BR CUSIP: 11133T103 Class: COM

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 5,768 Value ($000) $1,293 Avg Close $227.30 Range $214.17 - $237.72
Q3 2025
Shares 5,804 Value ($000) $1,382 Avg Close $247.24 Range $230.09 - $269.71
Q2 2025
Shares 5,791 Value ($000) $1,413 Avg Close $235.04 Range $209.84 - $244.67
Q1 2025
Shares 5,749 Value ($000) $1,394 Avg Close $231.86 Range $216.57 - $242.74
Q4 2024
Shares 5,272 Value ($000) $1,197 Avg Close $219.85 Range $204.19 - $233.38
Q3 2024
Shares 4,511 Value ($000) $974 Avg Close $204.45 Range $191.07 - $218.59
Q2 2024
Shares 4,624 Value ($000) $915 Avg Close $193.07 Range $183.16 - $201.88
Q1 2024
Shares 3,790 Value ($000) $779 Avg Close $195.53 Range $185.89 - $203.69
Q4 2023
Shares 3,947 Value ($000) $815 Avg Close $178.14 Range $160.87 - $200.83
Q3 2023
Shares 4,116 Value ($000) $740 Avg Close $170.29 Range $155.50 - $182.36
Q2 2023
Shares 4,193 Value ($000) $697 Avg Close $144.85 Range $133.26 - $159.51