BROADRIDGE FINL SOLUTIONS IN

Ticker: BR CUSIP: 11133T103 Class: COM

BSW Wealth Partners's Holding History (CIK: 0001512601)

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

Q4 2025
Shares 1,246 Value ($000) $278 Avg Close $227.30 Range $214.17 - $237.72
Q3 2025
Shares 1,531 Value ($000) $365 Avg Close $247.24 Range $230.09 - $269.71
Q2 2025
Shares 1,406 Value ($000) $342 Avg Close $235.04 Range $209.84 - $244.67
Q1 2025
Shares 1,686 Value ($000) $409 Avg Close $231.86 Range $216.57 - $242.74
Q4 2024
Shares 1,634 Value ($000) $370 Avg Close $219.85 Range $204.19 - $233.38
Q3 2024
Shares 1,627 Value ($000) $350 Avg Close $204.45 Range $191.07 - $218.59
Q2 2024
Shares 1,536 Value ($000) $303 Avg Close $193.07 Range $183.16 - $201.88
Q1 2024
Shares 1,479 Value ($000) $303 Avg Close $195.53 Range $185.89 - $203.69
Q3 2022
Shares 1,597 Value ($000) $230 Avg Close $153.09 Range $134.40 - $172.78