UMB FINL CORP

Ticker: UMBF CUSIP: 902788108 Class: EQTY

Spire Wealth Management's Holding History (CIK: 0001858740)

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

Q4 2025

Shares 16 Value ($000) $2 Avg Close $113.28 Range $103.38 - $121.89

Q3 2025

Shares 17 Value ($000) $2 Avg Close $115.25 Range $103.07 - $126.14

Q2 2025

Shares 20 Value ($000) $2 Avg Close $99.71 Range $82.00 - $109.46

Q1 2025

Shares 20 Value ($000) $2 Avg Close $110.25 Range $94.90 - $124.27

Q1 2023

Shares 14 Value ($000) $1 Avg Close $81.27 Range $51.28 - $92.68

Q4 2022

Shares 49 Value ($000) $0 Avg Close $84.02 Range $76.97 - $92.70

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	16	$2	$113.28	$103.38 - $121.89
Q3 2025	17	$2	$115.25	$103.07 - $126.14
Q2 2025	20	$2	$99.71	$82.00 - $109.46
Q1 2025	20	$2	$110.25	$94.90 - $124.27
Q1 2023	14	$1	$81.27	$51.28 - $92.68
Q4 2022	49	$0	$84.02	$76.97 - $92.70