ENVESTNET INC

CUSIP: 29404KAE6 Class: 0.75 8/15/2025

OSTERWEIS CAPITAL MANAGEMENT INC's Holding History (CIK: 0001007524)

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

Q1 2024
Shares 9,490,000 Value ($000) $9,248 Avg Close — Range —
Q4 2023
Shares 9,490,000 Value ($000) $8,883 Avg Close — Range —
Q3 2023
Shares 9,490,000 Value ($000) $8,787 Avg Close — Range —
Q2 2023
Shares 9,490,000 Value ($000) $8,755 Avg Close — Range —
Q1 2023
Shares 9,490,000 Value ($000) $8,606 Avg Close — Range —
Q4 2022
Shares 9,490,000 Value ($000) $8,612 Avg Close — Range —
Q3 2022
Shares 9,490,000 Value ($000) $7,983 Avg Close — Range —
Q2 2022
Shares 9,490,000 Value ($000) $8,142 Avg Close — Range —