SUMITOMO MITSUI FINL GROUP I

Ticker: SMFG CUSIP: 86562M209 Class: ADR

Beverly Hills Private Wealth, LLC's Holding History (CIK: 0001965710)

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

Q4 2025
Shares 18,680 Value ($000) $361 Avg Close — Range —
Q3 2025
Shares 18,289 Value ($000) $306 Avg Close — Range —
Q2 2025
Shares 14,026 Value ($000) $212 Avg Close — Range —
Q1 2025
Shares 14,536 Value ($000) $225 Avg Close — Range —
Q4 2024
Shares 14,246 Value ($000) $206 Avg Close — Range —
Q3 2024
Shares 14,632 Value ($000) $185 Avg Close — Range —
Q2 2024
Shares 18,477 Value ($000) $248 Avg Close — Range —
Q1 2024
Shares 18,369 Value ($000) $216 Avg Close — Range —
Q4 2023
Shares 17,502 Value ($000) $169 Avg Close — Range —
Q3 2023
Shares 54,395 Value ($000) $536 Avg Close — Range —
Q2 2023
Shares 110,400 Value ($000) $1,011 Avg Close — Range —
Q1 2023
Shares 50,557 Value ($000) $404 Avg Close — Range —
Q4 2022
Shares 21,961 Value ($000) $176 Avg Close — Range —