TRUST FOR PROFESSIONAL MANAG

Ticker: APUE CUSIP: 89834G729 Class: ACTIVEPASSIVE US

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

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

Q4 2025
Shares 26,792,150 Value ($000) $1,116,429 Avg Close — Range —
Q3 2025
Shares 26,768,520 Value ($000) $1,091,620 Avg Close — Range —
Q2 2025
Shares 26,334,834 Value ($000) $990,295 Avg Close — Range —
Q1 2025
Shares 27,793,536 Value ($000) $944,424 Avg Close — Range —
Q4 2024
Shares 32,186,775 Value ($000) $1,150,999 Avg Close — Range —
Q3 2024
Shares 33,479,567 Value ($000) $1,179,820 Avg Close — Range —
Q2 2024
Shares 34,759,042 Value ($000) $1,158,724 Avg Close — Range —
Q1 2024
Shares 16,127,747 Value ($000) $520,442 Avg Close — Range —
Q4 2023
Shares 11,922,116 Value ($000) $346,814 Avg Close — Range —
Q3 2023
Shares 6,140,046 Value ($000) $160,255 Avg Close — Range —