UMB FINL CORP

Ticker: UMBF CUSIP: 902788108 Class: EQTY

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 405 Value ($000) $47 Avg Close $113.28 Range $103.38 - $121.89
Q3 2025
Shares 78 Value ($000) $9 Avg Close $115.25 Range $103.07 - $126.14
Q2 2025
Shares 73 Value ($000) $8 Avg Close $99.71 Range $82.00 - $109.46
Q4 2024
Shares 46 Value ($000) $5 Avg Close $115.63 Range $100.23 - $129.94
Q3 2024
Shares 40 Value ($000) $4 Avg Close $97.49 Range $81.01 - $109.42
Q2 2024
Shares 40 Value ($000) $3 Avg Close $82.01 Range $76.00 - $87.21
Q3 2022
Shares 3 Value ($000) $0 Avg Close $90.50 Range $82.68 - $99.19
Q2 2022
Shares 3 Value ($000) $0 Avg Close $90.65 Range $81.57 - $99.27