SURGERY PARTNERS INC

Ticker: SGRY CUSIP: 86881A100 Class: Common Stock

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001812177)

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

Q4 2025

Shares 15,632 Value ($000) $242 Avg Close $18.38 Range $14.94 - $23.44

Q3 2025

Shares 15,632 Value ($000) $338 Avg Close $22.31 Range $20.65 - $24.10

Q2 2025

Shares 15,632 Value ($000) $347 Avg Close $22.23 Range $18.87 - $24.18

Q1 2025

Shares 15,632 Value ($000) $371 Avg Close $23.67 Range $19.78 - $26.16

Q4 2024

Shares 15,632 Value ($000) $331 Avg Close $26.24 Range $19.50 - $33.37

Q3 2024

Shares 15,632 Value ($000) $504 Avg Close $29.53 Range $22.88 - $33.97

Q2 2024

Shares 15,632 Value ($000) $372 Avg Close $25.66 Range $22.25 - $29.80

Q1 2024

Shares 15,632 Value ($000) $466 Avg Close $31.29 Range $27.24 - $35.30

Q4 2023

Shares 15,632 Value ($000) $500 Avg Close $29.02 Range $22.05 - $36.91

Q3 2023

Shares 15,632 Value ($000) $457 Avg Close $35.95 Range $27.76 - $44.93

Q2 2023

Shares 15,632 Value ($000) $703 Avg Close $38.16 Range $33.88 - $45.79

Q1 2023

Shares 15,632 Value ($000) $539 Avg Close $32.47 Range $25.96 - $36.32

Q3 2022

Shares 20,632 Value ($000) $483 Avg Close $31.93 Range $23.33 - $40.07

Q2 2022

Shares 20,632 Value ($000) $597 Avg Close $43.69 Range $26.66 - $63.87

Q1 2022

Shares 20,632 Value ($000) $1,136 Avg Close $49.46 Range $39.78 - $58.74

Q4 2021

Shares 20,632 Value ($000) $1,102 Avg Close $46.38 Range $37.63 - $55.59

Q3 2021

Shares 20,632 Value ($000) $874 Avg Close $51.03 Range $41.04 - $67.23

Q2 2021

Shares 20,632 Value ($000) $1,375 Avg Close $54.30 Range $40.76 - $69.58

Q1 2021

Shares 20,632 Value ($000) $913 Avg Close $37.13 Range $26.42 - $44.98

Q4 2020

Shares 30,632 Value ($000) $889 Avg Close $24.89 Range $20.87 - $29.46

Q3 2020

Shares 32,632 Value ($000) $715 Avg Close $17.77 Range $11.06 - $24.75

Q2 2020

Shares 32,632 Value ($000) $378 Avg Close $10.96 Range $4.75 - $15.92

Q1 2020

Shares 32,632 Value ($000) $213 Avg Close $14.25 Range $4.00 - $19.74

Q4 2019

Shares 32,632 Value ($000) $511 Avg Close $11.34 Range $6.94 - $16.18

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	15,632	$242	$18.38	$14.94 - $23.44
Q3 2025	15,632	$338	$22.31	$20.65 - $24.10
Q2 2025	15,632	$347	$22.23	$18.87 - $24.18
Q1 2025	15,632	$371	$23.67	$19.78 - $26.16
Q4 2024	15,632	$331	$26.24	$19.50 - $33.37
Q3 2024	15,632	$504	$29.53	$22.88 - $33.97
Q2 2024	15,632	$372	$25.66	$22.25 - $29.80
Q1 2024	15,632	$466	$31.29	$27.24 - $35.30
Q4 2023	15,632	$500	$29.02	$22.05 - $36.91
Q3 2023	15,632	$457	$35.95	$27.76 - $44.93
Q2 2023	15,632	$703	$38.16	$33.88 - $45.79
Q1 2023	15,632	$539	$32.47	$25.96 - $36.32
Q3 2022	20,632	$483	$31.93	$23.33 - $40.07
Q2 2022	20,632	$597	$43.69	$26.66 - $63.87
Q1 2022	20,632	$1,136	$49.46	$39.78 - $58.74
Q4 2021	20,632	$1,102	$46.38	$37.63 - $55.59
Q3 2021	20,632	$874	$51.03	$41.04 - $67.23
Q2 2021	20,632	$1,375	$54.30	$40.76 - $69.58
Q1 2021	20,632	$913	$37.13	$26.42 - $44.98
Q4 2020	30,632	$889	$24.89	$20.87 - $29.46
Q3 2020	32,632	$715	$17.77	$11.06 - $24.75
Q2 2020	32,632	$378	$10.96	$4.75 - $15.92
Q1 2020	32,632	$213	$14.25	$4.00 - $19.74
Q4 2019	32,632	$511	$11.34	$6.94 - $16.18