SUMITOMO MITSUI FINL GROUP I

Ticker: SMFG CUSIP: 86562M209 Class: ADR

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

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

Q4 2025
Shares 12,412 Value ($000) $240 Avg Close — Range —
Q3 2025
Shares 12,291 Value ($000) $206 Avg Close — Range —
Q2 2025
Shares 11,613 Value ($000) $175 Avg Close — Range —
Q1 2025
Shares 18,596 Value ($000) $287 Avg Close — Range —
Q4 2024
Shares 30,786 Value ($000) $446 Avg Close — Range —
Q3 2024
Shares 22,768 Value ($000) $288 Avg Close — Range —
Q2 2024
Shares 19,238 Value ($000) $258 Avg Close — Range —
Q1 2024
Shares 21,395 Value ($000) $252 Avg Close — Range —
Q4 2023
Shares 16,619 Value ($000) $161 Avg Close — Range —
Q3 2023
Shares 22,616 Value ($000) $223 Avg Close — Range —