SM ENERGY CO

Ticker: SM CUSIP: 78454L100 Class: EQTY

Heritage Family Offices, LLP's Holding History (CIK: 0002019316)

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

Q3 2025

Shares 8,419 Value ($000) $210 Avg Close $26.40 Range $23.79 - $28.66

Q4 2024

Shares 6,237 Value ($000) $242 Avg Close $40.47 Range $34.67 - $44.54

Q3 2024

Shares 5,511 Value ($000) $220 Avg Close $41.40 Range $36.09 - $46.14

Q2 2024

Shares 5,876 Value ($000) $254 Avg Close $46.69 Range $40.55 - $50.49

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	8,419	$210	$26.40	$23.79 - $28.66
Q4 2024	6,237	$242	$40.47	$34.67 - $44.54
Q3 2024	5,511	$220	$41.40	$36.09 - $46.14
Q2 2024	5,876	$254	$46.69	$40.55 - $50.49