CLEARWATER ANALYTICS HLDGS I

Ticker: CWAN CUSIP: 185123106 Class: Common Stock

Portside Wealth Group, LLC's Holding History (CIK: 0001978608)

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

Q4 2025
Shares 15,901 Value ($000) $384 Avg Close $20.03 Range $15.73 - $24.28
Q3 2025
Shares 15,887 Value ($000) $286 Avg Close $20.27 Range $17.74 - $22.92
Q2 2025
Shares 9,710 Value ($000) $213 Avg Close $23.01 Range $21.10 - $27.09
Q1 2025
Shares 7,675 Value ($000) $206 Avg Close $28.07 Range $25.39 - $32.00