PROFESIONALLY MANAGED PORTFO

Ticker: CAFX CUSIP: 74316P587 Class: CONGRESS INTERME

OneDigital Investment Advisors LLC's Holding History (CIK: 0001690370)

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

Q3 2025
Shares 67,998 Value ($000) $1,701 Avg Close — Range —
Q2 2025
Shares 96,977 Value ($000) $2,419 Avg Close — Range —
Q1 2025
Shares 91,362 Value ($000) $2,265 Avg Close — Range —
Q4 2024
Shares 86,084 Value ($000) $2,104 Avg Close — Range —