SUMITOMO MITSUI FINL GROUP I

Ticker: SMFG CUSIP: 86562M209 Class: ADR

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 15,560 Value ($000) $301 Avg Close — Range —
Q3 2025
Shares 15,016 Value ($000) $251 Avg Close — Range —
Q2 2025
Shares 18,756 Value ($000) $283 Avg Close — Range —
Q1 2025
Shares 18,732 Value ($000) $290 Avg Close — Range —