AXOS FINANCIAL INC

Ticker: AX CUSIP: 05465C100 Class: EQTY

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

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

Q4 2025
Shares 1,529 Value ($000) $132 Avg Close $82.36 Range $74.89 - $89.69
Q3 2025
Shares 245 Value ($000) $21 Avg Close $87.15 Range $75.55 - $93.84
Q2 2025
Shares 245 Value ($000) $19 Avg Close $67.59 Range $54.46 - $77.35
Q4 2024
Shares 245 Value ($000) $17 Avg Close $73.01 Range $59.46 - $88.46
Q3 2024
Shares 245 Value ($000) $15 Avg Close $65.73 Range $56.35 - $79.15
Q2 2024
Shares 240 Value ($000) $14 Avg Close $54.39 Range $44.10 - $63.00
Q1 2024
Shares 265 Value ($000) $14 Avg Close $52.61 Range $48.73 - $60.00
Q4 2023
Shares 265 Value ($000) $14 Avg Close $41.73 Range $32.05 - $57.12
Q3 2023
Shares 265 Value ($000) $10 Avg Close $42.29 Range $35.06 - $50.80
Q2 2023
Shares 265 Value ($000) $10 Avg Close $38.75 Range $35.36 - $43.50
Q1 2023
Shares 265 Value ($000) $10 Avg Close $43.14 Range $33.15 - $51.46
Q4 2022
Shares 273 Value ($000) $10 Avg Close $38.12 Range $33.91 - $43.34
Q3 2022
Shares 273 Value ($000) $11 Avg Close $40.47 Range $34.22 - $47.84
Q2 2022
Shares 267 Value ($000) $10 Avg Close $38.43 Range $34.11 - $47.22
Q1 2022
Shares 259 Value ($000) $9 Avg Close $52.83 Range $45.52 - $61.79
Q1 2021
Shares 130 Value ($000) $6 Avg Close $45.04 Range $36.16 - $54.36
Q4 2020
Shares 130 Value ($000) $5 Avg Close $31.61 Range $22.85 - $38.02