CLEARWATER ANALYTICS HLDGS I

Ticker: CWAN CUSIP: 185123106 Class: Common Stock

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

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

Q2 2025
Shares 19,399 Value ($000) $425 Avg Close $23.01 Range $21.10 - $27.09
Q1 2025
Shares 7,941 Value ($000) $213 Avg Close $28.07 Range $25.39 - $32.00
Q4 2024
Shares 10,354 Value ($000) $285 Avg Close $28.37 Range $24.72 - $35.71