Cetera Investment Advisers

Holdings History for SurgePays, Inc. - Class A Common Stock (SURG)

Symbol: SURG on Nasdaq
Investment type: Equity / Class A Common Stock

Shares, Excluding Options vs Price

Value, Excluding Options

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
31 Dec 2025	0%	-0%	$76,820	46,000	-1,150	-2.4%	$1.67	Q4 2025
30 Sep 2025	0%	+0%	$132,492	47,150	+1,750	+3.9%	$2.81	Q3 2025
30 Jun 2025	0%	+0%	$141,194	45,400	+17,200	+61%	$3.11	Q2 2025
31 Mar 2025	0%	+0%	$58,374	28,200	+6,000		$2.07	Q1 2025
31 Dec 2024	0%	0%	$39,516	22,200	0		$1.78	Q4 2024
30 Sep 2024	0%	+0%	$40,848	22,200	+10,000	+82%	$1.84	Q3 2024
30 Jun 2024	0%	0%	$38,918	12,200	0		$3.19	Q2 2024
31 Mar 2024	0%	+0%	$46,970	12,200	+12,200	NEW	$3.85	Q1 2024

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.