BURKE HERBERT FINL SVCS CORP

Ticker: BHRB CUSIP: 12135Y108 Class: Common Stock

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

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

Q3 2025

Shares 57 Value ($000) $4 Avg Close $60.57 Range $54.66 - $64.30

Q2 2025

Shares 33 Value ($000) $2 Avg Close $53.70 Range $45.90 - $59.10

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	57	$4	$60.57	$54.66 - $64.30
Q2 2025	33	$2	$53.70	$45.90 - $59.10