AXOS FINANCIAL INC

Ticker: AX CUSIP: 05465C100 Class: EQTY

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

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

Q4 2025

Shares 12,232 Value ($000) $1,054 Avg Close $82.36 Range $74.89 - $89.69

Q3 2025

Shares 5,635 Value ($000) $477 Avg Close $87.15 Range $75.55 - $93.84

Q2 2025

Shares 5,410 Value ($000) $411 Avg Close $67.59 Range $54.46 - $77.35

Q1 2025

Shares 5,117 Value ($000) $330 Avg Close $67.83 Range $61.31 - $73.72

Q4 2023

Shares 7,009 Value ($000) $383 Avg Close $41.73 Range $32.05 - $57.12

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	12,232	$1,054	$82.36	$74.89 - $89.69
Q3 2025	5,635	$477	$87.15	$75.55 - $93.84
Q2 2025	5,410	$411	$67.59	$54.46 - $77.35
Q1 2025	5,117	$330	$67.83	$61.31 - $73.72
Q4 2023	7,009	$383	$41.73	$32.05 - $57.12