SM ENERGY CO

Ticker: SM CUSIP: 78454L100 Class: EQTY

Mount Yale Investment Advisors, LLC's Holding History (CIK: 0001744349)

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

Q2 2025

Shares 4,265 Value ($000) $105 Avg Close $23.52 Range $18.97 - $29.62

Q1 2024

Shares 13,871 Value ($000) $691 Avg Close $38.73 Range $32.79 - $47.33

Q4 2023

Shares 13,896 Value ($000) $538 Avg Close $36.34 Range $32.19 - $41.10

Q3 2023

Shares 13,896 Value ($000) $551 Avg Close $35.61 Range $27.62 - $40.72

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	4,265	$105	$23.52	$18.97 - $29.62
Q1 2024	13,871	$691	$38.73	$32.79 - $47.33
Q4 2023	13,896	$538	$36.34	$32.19 - $41.10
Q3 2023	13,896	$551	$35.61	$27.62 - $40.72