SVB FINANCIAL GROUP

CUSIP: 78486Q101 Class: COM

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2022
Shares 9,630 Value ($000) $2,216 Avg Close Range
Q3 2022
Shares 3,571 Value ($000) $825 Avg Close Range
Q2 2022
Shares 3,136 Value ($000) $1,239 Avg Close Range
Q1 2022
Shares 2,970 Value ($000) $1,271 Avg Close Range
Q3 2021
Shares 208 Value ($000) $135 Avg Close Range
Q2 2021
Shares 178 Value ($000) $99 Avg Close Range
Q1 2021
Shares 169 Value ($000) $83 Avg Close Range
Q4 2020
Shares 157 Value ($000) $61 Avg Close Range
Q3 2020
Shares 37 Value ($000) $9 Avg Close Range
Q2 2020
Shares 38 Value ($000) $8 Avg Close Range
Q1 2020
Shares 38 Value ($000) $6 Avg Close Range
Q4 2019
Shares 46 Value ($000) $12 Avg Close Range
Q3 2019
Shares 28 Value ($000) $6 Avg Close Range
Q2 2019
Shares 3,782 Value ($000) $849 Avg Close Range
Q1 2019
Shares 2,952 Value ($000) $656 Avg Close Range
Q4 2018
Shares 3,387 Value ($000) $643 Avg Close Range
Q3 2018
Shares 4,950 Value ($000) $1,539 Avg Close Range
Q2 2018
Shares 4,149 Value ($000) $1,198 Avg Close Range
Q1 2018
Shares 3,412 Value ($000) $819 Avg Close Range
Q4 2017
Shares 2,955 Value ($000) $691 Avg Close Range
Q3 2017
Shares 1,983 Value ($000) $371 Avg Close Range
Q2 2017
Shares 1,655 Value ($000) $291 Avg Close Range
Q1 2017
Shares 1,172 Value ($000) $218 Avg Close Range
Q4 2016
Shares 63 Value ($000) $11 Avg Close Range