STIFEL FINL CORP

Ticker: SF CUSIP: 860630102 Class: EQTY

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

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

Q4 2025
Shares 1,507 Value ($000) $189 Avg Close $119.59 Range $106.56 - $133.08
Q3 2025
Shares 466 Value ($000) $53 Avg Close $111.58 Range $102.42 - $116.58
Q2 2025
Shares 465 Value ($000) $48 Avg Close $91.11 Range $72.35 - $104.10
Q4 2024
Shares 487 Value ($000) $52 Avg Close $105.03 Range $90.30 - $116.69
Q3 2024
Shares 675 Value ($000) $63 Avg Close $83.55 Range $74.72 - $92.26
Q2 2024
Shares 1,055 Value ($000) $89 Avg Close $77.21 Range $71.29 - $82.14
Q1 2024
Shares 374 Value ($000) $29 Avg Close $71.37 Range $65.21 - $75.97
Q4 2023
Shares 372 Value ($000) $26 Avg Close $59.27 Range $52.55 - $67.58
Q3 2023
Shares 349 Value ($000) $20 Avg Close $60.35 Range $55.38 - $63.87
Q2 2023
Shares 310 Value ($000) $18 Avg Close $55.57 Range $51.96 - $59.08
Q1 2023
Shares 302 Value ($000) $17 Avg Close $59.54 Range $50.67 - $64.81
Q4 2022
Shares 300 Value ($000) $18 Avg Close $55.76 Range $46.25 - $62.81
Q3 2022
Shares 299 Value ($000) $18 Avg Close $55.19 Range $48.52 - $61.03
Q2 2022
Shares 297 Value ($000) $17 Avg Close $57.95 Range $51.09 - $65.27
Q1 2022
Shares 296 Value ($000) $18 Avg Close $66.73 Range $56.06 - $77.05