PROFESIONALLY MANAGED PORTFO

Ticker: CSMD CUSIP: 74316P645 Class: COM

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

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

Q4 2025
Shares 632,721 Value ($000) $20,007 Avg Close — Range —
Q3 2025
Shares 553,001 Value ($000) $18,420 Avg Close — Range —
Q2 2025
Shares 524,355 Value ($000) $16,349 Avg Close — Range —
Q1 2025
Shares 286,951 Value ($000) $7,937 Avg Close — Range —
Q4 2024
Shares 21,744 Value ($000) $651 Avg Close — Range —