SUMITOMO MITSUI FINL GROUP I

Ticker: SMFG CUSIP: 86562M209 Class: ADR

Legacy Financial Advisors, Inc.'s Holding History (CIK: 0001730810)

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

Q3 2025
Shares 15,912 Value ($000) $266 Avg Close — Range —
Q1 2025
Shares 16,582 Value ($000) $256 Avg Close — Range —
Q4 2024
Shares 12,682 Value ($000) $184 Avg Close — Range —
Q3 2024
Shares 12,090 Value ($000) $153 Avg Close — Range —
Q2 2024
Shares 11,199 Value ($000) $150 Avg Close — Range —
Q1 2024
Shares 10,933 Value ($000) $129 Avg Close — Range —
Q4 2023
Shares 10,003 Value ($000) $97 Avg Close — Range —
Q3 2023
Shares 10,443 Value ($000) $103 Avg Close — Range —
Q1 2019
Shares 12,030 Value ($000) $85 Avg Close — Range —
Q3 2018
Shares 2,288 Value ($000) $18 Avg Close — Range —
Q2 2018
Shares 2,137 Value ($000) $16 Avg Close — Range —
Q1 2018
Shares 1,324 Value ($000) $11 Avg Close — Range —
Q4 2017
Shares 3,523 Value ($000) $30 Avg Close — Range —