PROFESIONALLY MANAGED PORTFO

Ticker: CSMD CUSIP: 74316P645 Class: COM

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

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

Q4 2025
Shares 122,535 Value ($000) $3,875 Avg Close — Range —
Q3 2025
Shares 112,625 Value ($000) $3,752 Avg Close — Range —
Q2 2025
Shares 96,254 Value ($000) $3,001 Avg Close — Range —