BENEFICIENT

CUSIP: 08178Q309 Class: COM CLASS A

Holders for Q4 2025 Position Changes for Q4 2025

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

Exited Positions (18)

Global Assets Advisory, LLC
Value ($000) $23 Shares 23,810
Ausdal Financial Partners, Inc.
Value ($000) $70 Shares 73,743
HighPoint Advisor Group LLC
Value ($000) $58 Shares 61,000
GEODE CAPITAL MANAGEMENT, LLC
Value ($000) $58 Shares 60,548
STATE STREET CORP
Value ($000) $57 Shares 59,554
Marex Group plc
Value ($000) $29 Shares 30,302
TWO SIGMA INVESTMENTS, LP
Value ($000) $23 Shares 23,769
SUSQUEHANNA INTERNATIONAL GROUP, LLP
Value ($000) $18 Shares 19,388
VANGUARD GROUP INC
Value ($000) $12 Shares 12,378
BlackRock, Inc.
Value ($000) $9 Shares 9,060
UBS Group AG
Value ($000) $8 Shares 8,601
Tower Research Capital LLC (TRC)
Value ($000) $5 Shares 5,293
Legacy Wealth Managment, LLC/ID
Value ($000) $2 Shares 2,400
Newbridge Financial Services Group, Inc.
Value ($000) $0 Shares 188
BANK OF AMERICA CORP /DE/
Value ($000) $0 Shares 65
SBI Securities Co., Ltd.
Value ($000) $0 Shares 37
COMMONWEALTH EQUITY SERVICES, LLC
Value ($000) $0 Shares 21,212
FMR LLC
Value ($000) $0 Shares 20