SOUTHERN CO

Ticker: SO CUSIP: 842587107 Class: COM

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q3 2025

Shares 2,200 Value ($000) $208 Avg Close $92.22 Range $88.94 - $94.90

Q2 2025

Shares 2,200 Value ($000) $202 Avg Close $87.99 Range $81.08 - $91.39

Q1 2025

Shares 2,200 Value ($000) $202 Avg Close $84.13 Range $77.85 - $91.22

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	2,200	$208	$92.22	$88.94 - $94.90
Q2 2025	2,200	$202	$87.99	$81.08 - $91.39
Q1 2025	2,200	$202	$84.13	$77.85 - $91.22