CALIFORNIA WTR SVC GROUP

Ticker: CWT CUSIP: 130788102 Class: EQTY

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q2 2025

Shares 6,325 Value ($000) $288 Avg Close $46.75 Range $43.37 - $50.27

Q1 2025

Shares 6,925 Value ($000) $336 Avg Close $44.08 Range $40.23 - $48.05

Q4 2024

Shares 6,925 Value ($000) $314 Avg Close $48.65 Range $43.58 - $52.61

Q2 2024

Shares 6,925 Value ($000) $336 Avg Close $46.35 Range $41.35 - $51.44

Q1 2024

Shares 5,925 Value ($000) $275 Avg Close $44.44 Range $42.36 - $49.45

Q4 2023

Shares 6,925 Value ($000) $359 Avg Close $47.44 Range $42.71 - $51.82

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	6,325	$288	$46.75	$43.37 - $50.27
Q1 2025	6,925	$336	$44.08	$40.23 - $48.05
Q4 2024	6,925	$314	$48.65	$43.58 - $52.61
Q2 2024	6,925	$336	$46.35	$41.35 - $51.44
Q1 2024	5,925	$275	$44.44	$42.36 - $49.45
Q4 2023	6,925	$359	$47.44	$42.71 - $51.82