CLEARWATER ANALYTICS HLDGS I

Ticker: CWAN CUSIP: 185123106 Class: Common Stock

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

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

Q2 2025

Shares 9,200 Value ($000) $202 Avg Close $23.01 Range $21.10 - $27.09

Q1 2025

Shares 7,756 Value ($000) $208 Avg Close $28.07 Range $25.39 - $32.00

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	9,200	$202	$23.01	$21.10 - $27.09
Q1 2025	7,756	$208	$28.07	$25.39 - $32.00