KRANESHARES TRUST

Ticker: KMLM CUSIP: 500767652 Class: MOUNT LUCAS ETF

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

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

Q4 2023
Shares 227,953 Value ($000) $6,570 Avg Close Range
Q3 2023
Shares 38,992 Value ($000) $1,270 Avg Close Range
Q2 2023
Shares 42,230 Value ($000) $1,287 Avg Close Range
Q1 2023
Shares 161,416 Value ($000) $4,759 Avg Close Range