TRUST FOR PROFESSIONAL MANAG

Ticker: APUE CUSIP: 89834G729 Class: ACTIVEPASSIVE US

B. Riley Wealth Advisors, Inc.'s Holding History (CIK: 0001464811)

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

Q4 2025
Shares 449,076 Value ($000) $18,713 Avg Close — Range —
Q3 2025
Shares 405,514 Value ($000) $16,537 Avg Close — Range —
Q2 2025
Shares 354,917 Value ($000) $13,346 Avg Close — Range —
Q4 2024
Shares 326,602 Value ($000) $11,679 Avg Close — Range —
Q3 2024
Shares 319,376 Value ($000) $11,176 Avg Close — Range —
Q2 2024
Shares 316,286 Value ($000) $10,544 Avg Close — Range —
Q1 2024
Shares 41,731 Value ($000) $1,089 Avg Close — Range —
Q4 2023
Shares 184,019 Value ($000) $5,353 Avg Close — Range —
Q3 2023
Shares 41,731 Value ($000) $1,089 Avg Close — Range —
Q2 2023
Shares 26,139 Value ($000) $705 Avg Close — Range —