SUMITOMO MITSUI FINL GROUP I

Ticker: SMFG CUSIP: 86562M209 Class: ADR

Intergy Private Wealth, LLC's Holding History (CIK: 0001911342)

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

Q4 2025
Shares 12,800 Value ($000) $247 Avg Close — Range —
Q3 2025
Shares 12,143 Value ($000) $203 Avg Close — Range —
Q2 2025
Shares 11,011 Value ($000) $166 Avg Close — Range —