PERELLA WEINBERG PARTNERS

Ticker: PWP CUSIP: 71367G102 Class: Common Stock

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

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

Q2 2025

Shares 291 Value ($000) $6 Avg Close $17.46 Range $13.93 - $19.84

Q1 2025

Shares 291 Value ($000) $5 Avg Close $22.34 Range $17.44 - $26.58

Q4 2024

Shares 291 Value ($000) $7 Avg Close $22.78 Range $18.64 - $26.11

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	291	$6	$17.46	$13.93 - $19.84
Q1 2025	291	$5	$22.34	$17.44 - $26.58
Q4 2024	291	$7	$22.78	$18.64 - $26.11