COASTAL FINL CORP WA

Ticker: CCB CUSIP: 19046P209 Class: Common Stock

Focus Partners Wealth's Holding History (CIK: 0001542153)

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

Q4 2025
Shares 23,842 Value ($000) $2,732 Avg Close $109.10 Range $98.80 - $120.05
Q3 2025
Shares 24,193 Value ($000) $2,763 Avg Close $105.99 Range $91.25 - $119.22