UMB FINL CORP

Ticker: UMBF CUSIP: 902788108 Class: EQTY

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025

Shares 6,424 Value ($000) $739 Avg Close $113.28 Range $103.38 - $121.89

Q3 2025

Shares 6,312 Value ($000) $747 Avg Close $115.25 Range $103.07 - $126.14

Q2 2025

Shares 6,268 Value ($000) $659 Avg Close $99.71 Range $82.00 - $109.46

Q1 2025

Shares 6,242 Value ($000) $631 Avg Close $110.25 Range $94.90 - $124.27

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	6,424	$739	$113.28	$103.38 - $121.89
Q3 2025	6,312	$747	$115.25	$103.07 - $126.14
Q2 2025	6,268	$659	$99.71	$82.00 - $109.46
Q1 2025	6,242	$631	$110.25	$94.90 - $124.27