PERELLA WEINBERG PARTNERS

Ticker: PWP CUSIP: 71367G102 Class: Common Stock

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

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

Q4 2025

Shares 68 Value ($000) $1 Avg Close $18.56 Range $16.60 - $21.55

Q3 2025

Shares 47 Value ($000) $1 Avg Close $21.18 Range $18.47 - $23.09

Q2 2025

Shares 32 Value ($000) $1 Avg Close $17.46 Range $13.93 - $19.84

Q4 2024

Shares 157 Value ($000) $4 Avg Close $22.78 Range $18.64 - $26.11

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	68	$1	$18.56	$16.60 - $21.55
Q3 2025	47	$1	$21.18	$18.47 - $23.09
Q2 2025	32	$1	$17.46	$13.93 - $19.84
Q4 2024	157	$4	$22.78	$18.64 - $26.11