COASTAL FINL CORP WA

Ticker: CCB CUSIP: 19046P209 Class: Common Stock

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 649 Value ($000) $74 Avg Close $109.10 Range $98.80 - $120.05
Q3 2025
Shares 565 Value ($000) $61 Avg Close $105.99 Range $91.25 - $119.22
Q2 2025
Shares 565 Value ($000) $55 Avg Close $86.17 Range $76.11 - $100.15