SUMITOMO MITSUI FINL GROUP I

Ticker: SMFG CUSIP: 86562M209 Class: ADR

Capital Wealth Planning, LLC's Holding History (CIK: 0001566728)

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

Q4 2025
Shares 1,083,145 Value ($000) $21,067 Avg Close Range
Q3 2025
Shares 786,865 Value ($000) $13,172 Avg Close Range
Q2 2025
Shares 597,575 Value ($000) $9,029 Avg Close Range
Q1 2025
Shares 271,808 Value ($000) $4,202 Avg Close Range
Q4 2024
Shares 153,472 Value ($000) $2,224 Avg Close Range
Q3 2024
Shares 113,341 Value ($000) $1,431 Avg Close Range
Q2 2024
Shares 320,467 Value ($000) $4,297 Avg Close Range
Q1 2024
Shares 235,566 Value ($000) $2,773 Avg Close Range
Q4 2023
Shares 117,331 Value ($000) $1,136 Avg Close Range