SERIES PORTFOLIOS TR

Ticker: CLOZ CUSIP: 81752T528 Class: ELDRIDGE BBB B

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025
Shares 12,922 Value ($000) $342 Avg Close — Range —
Q3 2025
Shares 12,922 Value ($000) $347 Avg Close — Range —
Q2 2025
Shares 12,922 Value ($000) $346 Avg Close — Range —