SMARTSTOP SELF STORAG REIT I

Ticker: SMA CUSIP: 83192D402 Class: REIT

SUMMIT WEALTH GROUP LLC / CO's Holding History (CIK: 0002081278)

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

Q3 2025
Shares 2,314 Value ($000) $846 Avg Close — Range —