CALIFORNIA WTR SVC GROUP

Ticker: CWT CUSIP: 130788102 Class: EQTY

TFO Wealth Partners, LLC's Holding History (CIK: 0001698750)

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

Q1 2024

Shares 2 Value ($000) $0 Avg Close $44.44 Range $42.36 - $49.45

Q4 2023

Shares 2 Value ($000) $0 Avg Close $47.44 Range $42.71 - $51.82

Q3 2023

Shares 2 Value ($000) $0 Avg Close $47.51 Range $43.53 - $50.30

Q2 2023

Shares 2 Value ($000) $0 Avg Close $52.40 Range $46.41 - $57.34

Q1 2023

Shares 2 Value ($000) $0 Avg Close $55.15 Range $50.36 - $59.26

Q4 2022

Shares 237 Value ($000) $5 Avg Close $55.60 Range $47.52 - $61.30

Period	Shares	Value ($000)	Average Close	Price Range
Q1 2024	2	$0	$44.44	$42.36 - $49.45
Q4 2023	2	$0	$47.44	$42.71 - $51.82
Q3 2023	2	$0	$47.51	$43.53 - $50.30
Q2 2023	2	$0	$52.40	$46.41 - $57.34
Q1 2023	2	$0	$55.15	$50.36 - $59.26
Q4 2022	237	$5	$55.60	$47.52 - $61.30