PIPER SANDLER COMPANIES

Ticker: PIPR CUSIP: 724078100 Class: EQTY

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

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

Q4 2025
Shares 3,019 Value ($000) $1,026 Avg Close $337.82 Range $308.86 - $372.75
Q3 2025
Shares 3,035 Value ($000) $1,053 Avg Close $326.18 Range $274.99 - $374.77
Q2 2025
Shares 3,252 Value ($000) $904 Avg Close $249.18 Range $202.91 - $286.41
Q1 2025
Shares 2,015 Value ($000) $499 Avg Close $286.30 Range $238.37 - $333.09
Q4 2024
Shares 1,805 Value ($000) $541 Avg Close $311.23 Range $278.14 - $351.80
Q3 2024
Shares 1,629 Value ($000) $462 Avg Close $261.59 Range $222.50 - $289.02
Q2 2024
Shares 1,589 Value ($000) $366 Avg Close $204.96 Range $183.58 - $231.50
Q1 2024
Shares 1,616 Value ($000) $321 Avg Close $182.80 Range $162.50 - $200.00
Q4 2023
Shares 1,716 Value ($000) $300 Avg Close $152.17 Range $130.89 - $182.87
Q3 2023
Shares 1,624 Value ($000) $236 Avg Close $144.50 Range $124.46 - $154.62