SHELL PLC

Ticker: SHEL CUSIP: 780259305 Class: SPON ADS

Collaborative Wealth Managment Inc.'s Holding History (CIK: 0001896419)

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

Q4 2025
Shares 9,104 Value ($000) $669 Avg Close — Range —
Q3 2025
Shares 9,104 Value ($000) $651 Avg Close — Range —
Q2 2025
Shares 9,104 Value ($000) $641 Avg Close — Range —
Q1 2025
Shares 9,096 Value ($000) $667 Avg Close — Range —
Q4 2024
Shares 9,090 Value ($000) $569 Avg Close — Range —
Q3 2024
Shares 9,175 Value ($000) $605 Avg Close — Range —
Q2 2024
Shares 9,175 Value ($000) $662 Avg Close — Range —
Q1 2024
Shares 9,175 Value ($000) $615 Avg Close — Range —