STEPSTONE GROUP INC

Ticker: STEP CUSIP: 85914M107 Class: EQTY

Physician Wealth Advisors, Inc.'s Holding History (CIK: 0001795173)

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

Q4 2025
Shares 17 Value ($000) $1 Avg Close $63.24 Range $55.78 - $68.38
Q3 2025
Shares 11 Value ($000) $1 Avg Close $61.02 Range $54.06 - $68.41
Q2 2025
Shares 11 Value ($000) $1 Avg Close $53.54 Range $40.07 - $62.03