PROFESIONALLY MANAGED PORTFO

Ticker: CAFX CUSIP: 74316P587 Class: CONGRESS INTERME

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

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

Q4 2025
Shares 806,805 Value ($000) $20,182 Avg Close — Range —
Q3 2025
Shares 700,498 Value ($000) $17,526 Avg Close — Range —
Q2 2025
Shares 637,206 Value ($000) $15,892 Avg Close — Range —
Q1 2025
Shares 518,027 Value ($000) $12,842 Avg Close — Range —
Q4 2024
Shares 441,943 Value ($000) $10,801 Avg Close — Range —