SUMITOMO MITSUI FINL GROUP I

Ticker: SMFG CUSIP: 86562M209 Class: ADR

Naviter Wealth, LLC's Holding History (CIK: 0001855567)

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

Q4 2025
Shares 131,837 Value ($000) $2,548 Avg Close — Range —
Q3 2025
Shares 156,556 Value ($000) $2,621 Avg Close — Range —
Q2 2025
Shares 151,031 Value ($000) $2,282 Avg Close — Range —
Q1 2025
Shares 145,120 Value ($000) $2,286 Avg Close — Range —
Q4 2024
Shares 142,816 Value ($000) $2,069 Avg Close — Range —
Q3 2024
Shares 138,145 Value ($000) $1,745 Avg Close — Range —
Q2 2024
Shares 143,522 Value ($000) $1,925 Avg Close — Range —
Q1 2024
Shares 133,246 Value ($000) $1,568 Avg Close — Range —
Q4 2023
Shares 115,689 Value ($000) $1,120 Avg Close — Range —
Q3 2023
Shares 92,323 Value ($000) $909 Avg Close — Range —
Q2 2023
Shares 87,665 Value ($000) $754 Avg Close — Range —
Q1 2023
Shares 77,144 Value ($000) $617 Avg Close — Range —
Q4 2022
Shares 68,421 Value ($000) $595 Avg Close — Range —
Q3 2022
Shares 64,893 Value ($000) $357 Avg Close — Range —
Q2 2022
Shares 62,126 Value ($000) $367 Avg Close — Range —