TRUST FOR PROFESSIONAL MANAG

Ticker: APIE CUSIP: 89834G737 Class: ACTIVEPASSIVE EQ

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

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

Q4 2025
Shares 222,873 Value ($000) $7,914 Avg Close — Range —
Q3 2025
Shares 198,518 Value ($000) $7,045 Avg Close — Range —
Q2 2025
Shares 202,176 Value ($000) $6,736 Avg Close — Range —
Q4 2024
Shares 189,483 Value ($000) $5,309 Avg Close — Range —
Q3 2024
Shares 178,693 Value ($000) $5,448 Avg Close — Range —
Q2 2024
Shares 161,154 Value ($000) $4,586 Avg Close — Range —
Q1 2024
Shares 20,279 Value ($000) $494 Avg Close — Range —
Q4 2023
Shares 91,555 Value ($000) $2,440 Avg Close — Range —
Q3 2023
Shares 20,279 Value ($000) $494 Avg Close — Range —
Q2 2023
Shares 12,299 Value ($000) $314 Avg Close — Range —