CALAMOS CONV OPPORTUNITIES &

CUSIP: 128117108 Class: SH BEN INT

Total Wealth Planning & Management, Inc.'s Holding History (CIK: 0002058383)

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

Q4 2025
Shares 71,436 Value ($000) $749 Avg Close — Range —
Q2 2025
Shares 75,684 Value ($000) $796 Avg Close — Range —
Q1 2025
Shares 75,684 Value ($000) $726 Avg Close — Range —
Q4 2024
Shares 75,649 Value ($000) $903 Avg Close — Range —