PROFESIONALLY MANAGED PORTFO

Ticker: CAFX CUSIP: 74316P587 Class: CONGRESS INTERME

ENVESTNET ASSET MANAGEMENT INC's Holding History (CIK: 0001407543)

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

Q4 2025
Shares 2,630,253 Value ($000) $65,796 Avg Close — Range —
Q3 2025
Shares 2,679,024 Value ($000) $67,029 Avg Close — Range —
Q2 2025
Shares 2,678,630 Value ($000) $66,805 Avg Close — Range —
Q1 2025
Shares 2,550,138 Value ($000) $63,218 Avg Close — Range —
Q4 2024
Shares 2,496,097 Value ($000) $61,005 Avg Close — Range —