SUMITOMO MITSUI FINL GROUP I

Ticker: SMFG CUSIP: 86562M209 Class: ADR

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

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

Q4 2025
Shares 11,125 Value ($000) $215 Avg Close — Range —
Q3 2025
Shares 26,918 Value ($000) $451 Avg Close — Range —
Q2 2025
Shares 31,350 Value ($000) $474 Avg Close — Range —
Q1 2025
Shares 32,386 Value ($000) $501 Avg Close — Range —
Q4 2024
Shares 33,116 Value ($000) $480 Avg Close — Range —
Q3 2024
Shares 31,762 Value ($000) $401 Avg Close — Range —
Q2 2024
Shares 31,756 Value ($000) $426 Avg Close — Range —
Q1 2024
Shares 34,944 Value ($000) $411 Avg Close — Range —
Q4 2023
Shares 226,587 Value ($000) $2,193 Avg Close — Range —
Q3 2023
Shares 237,330 Value ($000) $2,338 Avg Close — Range —
Q2 2023
Shares 235,491 Value ($000) $2,025 Avg Close — Range —
Q1 2023
Shares 239,582 Value ($000) $2 Avg Close — Range —