TORTOISE CAPITAL SERIES TRUS

Ticker: TPYP CUSIP: 890930308 Class: ETF

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q4 2025
Shares 20,874 Value ($000) $737 Avg Close — Range —
Q3 2025
Shares 21,307 Value ($000) $777 Avg Close — Range —
Q2 2025
Shares 21,439 Value ($000) $766 Avg Close — Range —