BROADRIDGE FINL SOLUTIONS IN

Ticker: BR CUSIP: 11133T103 Class: COM

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

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

Q4 2025
Shares 17,046 Value ($000) $3,804 Avg Close $227.30 Range $214.17 - $237.72
Q3 2025
Shares 11,257 Value ($000) $2,681 Avg Close $247.24 Range $230.09 - $269.71
Q2 2025
Shares 11,901 Value ($000) $2,892 Avg Close $235.04 Range $209.84 - $244.67
Q1 2025
Shares 11,670 Value ($000) $2,830 Avg Close $231.86 Range $216.57 - $242.74
Q4 2024
Shares 9,992 Value ($000) $2,259 Avg Close $219.85 Range $204.19 - $233.38
Q3 2024
Shares 8,838 Value ($000) $1,900 Avg Close $204.45 Range $191.07 - $218.59
Q2 2024
Shares 8,413 Value ($000) $1,657 Avg Close $193.07 Range $183.16 - $201.88
Q1 2024
Shares 8,105 Value ($000) $1,660 Avg Close $195.53 Range $185.89 - $203.69
Q4 2023
Shares 7,732 Value ($000) $1,591 Avg Close $178.14 Range $160.87 - $200.83