CLEARWATER ANALYTICS HLDGS I

Ticker: CWAN CUSIP: 185123106 Class: Common Stock

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

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

Q4 2025

Shares 252 Value ($000) $6 Avg Close $20.03 Range $15.73 - $24.28

Q3 2025

Shares 672 Value ($000) $12 Avg Close $20.27 Range $17.74 - $22.92

Q2 2025

Shares 1,294 Value ($000) $28 Avg Close $23.01 Range $21.10 - $27.09

Q1 2025

Shares 871 Value ($000) $23 Avg Close $28.07 Range $25.39 - $32.00

Q4 2024

Shares 784 Value ($000) $22 Avg Close $28.37 Range $24.72 - $35.71

Q3 2024

Shares 1,054 Value ($000) $27 Avg Close $22.49 Range $17.63 - $26.02

Q2 2024

Shares 691 Value ($000) $13 Avg Close $18.04 Range $15.62 - $20.55

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	252	$6	$20.03	$15.73 - $24.28
Q3 2025	672	$12	$20.27	$17.74 - $22.92
Q2 2025	1,294	$28	$23.01	$21.10 - $27.09
Q1 2025	871	$23	$28.07	$25.39 - $32.00
Q4 2024	784	$22	$28.37	$24.72 - $35.71
Q3 2024	1,054	$27	$22.49	$17.63 - $26.02
Q2 2024	691	$13	$18.04	$15.62 - $20.55