CALIFORNIA WTR SVC GROUP

Ticker: CWT CUSIP: 130788102 Class: EQTY

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q3 2025
Shares 107 Value ($000) $5 Avg Close $45.27 Range $43.07 - $47.17
Q2 2022
Shares 13,000 Value ($000) $722 Avg Close $49.44 Range $44.56 - $56.50