CALIFORNIA WTR SVC GROUP

Ticker: CWT CUSIP: 130788102 Class: EQTY

Grey Fox Wealth Advisors, LLC's Holding History (CIK: 0001965362)

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

Q3 2025

Shares 504 Value ($000) $23 Avg Close $45.27 Range $43.07 - $47.17

Q1 2023

Shares 504 Value ($000) $29 Avg Close $55.15 Range $50.36 - $59.26

Q4 2022

Shares 504 Value ($000) $31 Avg Close $55.60 Range $47.52 - $61.30

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	504	$23	$45.27	$43.07 - $47.17
Q1 2023	504	$29	$55.15	$50.36 - $59.26
Q4 2022	504	$31	$55.60	$47.52 - $61.30