SEMPRA ENERGY

Ticker: SRE CUSIP: 816851109 Class: COM

Independent Solutions Wealth Management, LLC's Holding History (CIK: 0001818391)

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

Q4 2025

Shares 25,198 Value ($000) $2,225 Avg Close $90.54 Range $86.24 - $95.03

Q3 2025

Shares 26,399 Value ($000) $2,375 Avg Close $79.82 Range $72.13 - $89.23

Q2 2025

Shares 26,218 Value ($000) $1,987 Avg Close $72.59 Range $60.49 - $77.44

Q1 2025

Shares 25,609 Value ($000) $1,827 Avg Close $75.52 Range $62.83 - $85.84

Q4 2024

Shares 25,129 Value ($000) $2,204 Avg Close $84.33 Range $77.05 - $92.11

Q3 2024

Shares 25,036 Value ($000) $2,094 Avg Close $76.37 Range $71.27 - $80.55

Q2 2024

Shares 24,999 Value ($000) $1,901 Avg Close $70.00 Range $62.87 - $74.63

Q1 2024

Shares 25,288 Value ($000) $1,816 Avg Close $67.33 Range $64.20 - $72.32

Q4 2023

Shares 25,757 Value ($000) $1,925 Avg Close $66.74 Range $59.34 - $73.01

Q3 2023

Shares 18,432 Value ($000) $1,254 Avg Close $66.61 Range $62.78 - $70.61

Q2 2023

Shares 10,473 Value ($000) $1,525 Avg Close $68.76 Range $64.96 - $72.80

Q1 2023

Shares 10,524 Value ($000) $1,591 Avg Close $69.76 Range $63.43 - $74.31

Q4 2022

Shares 10,269 Value ($000) $1,587 Avg Close $69.81 Range $61.55 - $75.84

Q3 2022

Shares 8,911 Value ($000) $1,336 Avg Close $72.49 Range $64.68 - $79.00

Q2 2022

Shares 6,102 Value ($000) $917 Avg Close $71.33 Range $60.77 - $76.97

Q1 2022

Shares 5,785 Value ($000) $973 Avg Close $63.43 Range $57.19 - $75.31

Q4 2021

Shares 3,867 Value ($000) $511 Avg Close $55.46 Range $52.27 - $58.59

Q3 2021

Shares 3,836 Value ($000) $485 Avg Close $57.26 Range $54.02 - $59.66

Q2 2021

Shares 3,302 Value ($000) $437 Avg Close $58.86 Range $56.25 - $62.32

Q1 2021

Shares 3,033 Value ($000) $402 Avg Close $53.08 Range $48.89 - $57.32

Q4 2020

Shares 3,261 Value ($000) $415 Avg Close $54.48 Range $49.78 - $58.14

Q3 2020

Shares 3,426 Value ($000) $406 Avg Close $51.62 Range $47.50 - $56.62

Q2 2020

Shares 3,526 Value ($000) $413 Avg Close $51.07 Range $42.03 - $56.53

Q1 2020

Shares 3,752 Value ($000) $424 Avg Close $58.40 Range $36.24 - $66.55

Q4 2019

Shares 3,876 Value ($000) $587 Avg Close $59.96 Range $57.33 - $63.11

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	25,198	$2,225	$90.54	$86.24 - $95.03
Q3 2025	26,399	$2,375	$79.82	$72.13 - $89.23
Q2 2025	26,218	$1,987	$72.59	$60.49 - $77.44
Q1 2025	25,609	$1,827	$75.52	$62.83 - $85.84
Q4 2024	25,129	$2,204	$84.33	$77.05 - $92.11
Q3 2024	25,036	$2,094	$76.37	$71.27 - $80.55
Q2 2024	24,999	$1,901	$70.00	$62.87 - $74.63
Q1 2024	25,288	$1,816	$67.33	$64.20 - $72.32
Q4 2023	25,757	$1,925	$66.74	$59.34 - $73.01
Q3 2023	18,432	$1,254	$66.61	$62.78 - $70.61
Q2 2023	10,473	$1,525	$68.76	$64.96 - $72.80
Q1 2023	10,524	$1,591	$69.76	$63.43 - $74.31
Q4 2022	10,269	$1,587	$69.81	$61.55 - $75.84
Q3 2022	8,911	$1,336	$72.49	$64.68 - $79.00
Q2 2022	6,102	$917	$71.33	$60.77 - $76.97
Q1 2022	5,785	$973	$63.43	$57.19 - $75.31
Q4 2021	3,867	$511	$55.46	$52.27 - $58.59
Q3 2021	3,836	$485	$57.26	$54.02 - $59.66
Q2 2021	3,302	$437	$58.86	$56.25 - $62.32
Q1 2021	3,033	$402	$53.08	$48.89 - $57.32
Q4 2020	3,261	$415	$54.48	$49.78 - $58.14
Q3 2020	3,426	$406	$51.62	$47.50 - $56.62
Q2 2020	3,526	$413	$51.07	$42.03 - $56.53
Q1 2020	3,752	$424	$58.40	$36.24 - $66.55
Q4 2019	3,876	$587	$59.96	$57.33 - $63.11