BROADRIDGE FINL SOLUTIONS IN

Ticker: BR CUSIP: 11133T103 Class: COM

PERSONAL CFO SOLUTIONS, LLC's Holding History (CIK: 0001677501)

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

Q3 2025
Shares 880 Value ($000) $210 Avg Close $247.24 Range $230.09 - $269.71
Q2 2025
Shares 893 Value ($000) $217 Avg Close $235.04 Range $209.84 - $244.67
Q1 2025
Shares 908 Value ($000) $220 Avg Close $231.86 Range $216.57 - $242.74
Q4 2024
Shares 941 Value ($000) $213 Avg Close $219.85 Range $204.19 - $233.38
Q3 2024
Shares 1,103 Value ($000) $237 Avg Close $204.45 Range $191.07 - $218.59
Q2 2024
Shares 1,159 Value ($000) $228 Avg Close $193.07 Range $183.16 - $201.88
Q1 2024
Shares 1,198 Value ($000) $246 Avg Close $195.53 Range $185.89 - $203.69
Q4 2023
Shares 1,217 Value ($000) $251 Avg Close $178.14 Range $160.87 - $200.83
Q3 2023
Shares 1,241 Value ($000) $222 Avg Close $170.29 Range $155.50 - $182.36