SERIES PORTFOLIOS TR

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

Insight Wealth Strategies, LLC's Holding History (CIK: 0001749914)

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

Q4 2025
Shares 10,091 Value ($000) $267 Avg Close — Range —
Q3 2025
Shares 9,902 Value ($000) $266 Avg Close — Range —
Q2 2025
Shares 9,718 Value ($000) $260 Avg Close — Range —
Q1 2025
Shares 9,517 Value ($000) $253 Avg Close — Range —
Q4 2024
Shares 9,339 Value ($000) $252 Avg Close — Range —