SVB FINANCIAL GROUP

CUSIP: 78486Q101 Class: COM

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q4 2020
Shares 2,937 Value ($000) $1,139 Avg Close — Range —
Q3 2020
Shares 3,015 Value ($000) $725 Avg Close — Range —
Q2 2020
Shares 3,140 Value ($000) $677 Avg Close — Range —
Q1 2020
Shares 3,315 Value ($000) $501 Avg Close — Range —
Q4 2019
Shares 2,815 Value ($000) $707 Avg Close — Range —
Q3 2019
Shares 2,955 Value ($000) $617 Avg Close — Range —
Q2 2019
Shares 3,020 Value ($000) $678 Avg Close — Range —
Q1 2019
Shares 3,250 Value ($000) $723 Avg Close — Range —