MAINSTAY MACKAY DEFINEDTERM

CUSIP: 56064K100 Class: COM

Summit Financial Wealth Advisors, LLC's Holding History (CIK: 0001632283)

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

Q2 2025
Shares 13,500 Value ($000) $200 Avg Close — Range —
Q1 2025
Shares 28,000 Value ($000) $422 Avg Close — Range —
Q4 2024
Shares 34,525 Value ($000) $536 Avg Close — Range —
Q3 2024
Shares 41,446 Value ($000) $699 Avg Close — Range —
Q2 2024
Shares 43,546 Value ($000) $722 Avg Close — Range —
Q1 2024
Shares 51,996 Value ($000) $850 Avg Close — Range —
Q4 2023
Shares 56,688 Value ($000) $921 Avg Close — Range —
Q3 2023
Shares 58,688 Value ($000) $891 Avg Close — Range —
Q2 2023
Shares 59,896 Value ($000) $1,022 Avg Close — Range —
Q1 2023
Shares 63,470 Value ($000) $1,103 Avg Close — Range —
Q4 2022
Shares 63,470 Value ($000) $1,019 Avg Close — Range —
Q3 2022
Shares 64,420 Value ($000) $1,003 Avg Close — Range —
Q2 2022
Shares 63,120 Value ($000) $1,176 Avg Close — Range —
Q1 2022
Shares 71,220 Value ($000) $1,335 Avg Close — Range —
Q4 2021
Shares 70,521 Value ($000) $1,496 Avg Close — Range —
Q3 2021
Shares 66,146 Value ($000) $1,449 Avg Close — Range —
Q2 2021
Shares 65,246 Value ($000) $1,458 Avg Close — Range —
Q1 2021
Shares 51,750 Value ($000) $1,127 Avg Close — Range —
Q4 2020
Shares 53,750 Value ($000) $1,113 Avg Close — Range —
Q3 2020
Shares 65,121 Value ($000) $1,366 Avg Close — Range —
Q2 2020
Shares 61,121 Value ($000) $1,265 Avg Close — Range —
Q1 2020
Shares 63,471 Value ($000) $1,169 Avg Close — Range —
Q4 2019
Shares 57,471 Value ($000) $1,248 Avg Close — Range —
Q3 2019
Shares 56,471 Value ($000) $1,174 Avg Close — Range —
Q2 2019
Shares 54,500 Value ($000) $1,138 Avg Close — Range —
Q1 2019
Shares 40,750 Value ($000) $830 Avg Close — Range —
Q4 2018
Shares 37,250 Value ($000) $727 Avg Close — Range —
Q3 2018
Shares 35,950 Value ($000) $691 Avg Close — Range —
Q2 2018
Shares 36,650 Value ($000) $690 Avg Close — Range —
Q1 2018
Shares 36,650 Value ($000) $690 Avg Close — Range —
Q4 2017
Shares 36,150 Value ($000) $717 Avg Close — Range —
Q3 2017
Shares 26,550 Value ($000) $533 Avg Close — Range —
Q2 2017
Shares 29,850 Value ($000) $587 Avg Close — Range —
Q1 2017
Shares 24,850 Value ($000) $478 Avg Close — Range —
Q4 2016
Shares 23,850 Value ($000) $436 Avg Close — Range —
Q3 2016
Shares 25,850 Value ($000) $526 Avg Close — Range —
Q2 2016
Shares 23,300 Value ($000) $482 Avg Close — Range —
Q1 2016
Shares 22,300 Value ($000) $438 Avg Close — Range —
Q4 2015
Shares 21,800 Value ($000) $410 Avg Close — Range —
Q3 2015
Shares 21,800 Value ($000) $386 Avg Close — Range —
Q2 2015
Shares 21,800 Value ($000) $376 Avg Close — Range —