PROFESIONALLY MANAGED PORTFO

Ticker: CAFX CUSIP: 74316P587 Class: CONGRESS INTERME

B. Riley Wealth Advisors, Inc.'s Holding History (CIK: 0001464811)

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

Q4 2025
Shares 118,360 Value ($000) $2,961 Avg Close — Range —
Q3 2025
Shares 88,762 Value ($000) $2,221 Avg Close — Range —
Q2 2025
Shares 46,030 Value ($000) $1,148 Avg Close — Range —