TRUST FOR PROFESSIONAL MANAG

Ticker: APIE CUSIP: 89834G737 Class: ACTIVEPASSIVE EQ

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

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

Q4 2025
Shares 13,359,462 Value ($000) $474,394 Avg Close — Range —
Q3 2025
Shares 13,303,948 Value ($000) $472,157 Avg Close — Range —
Q2 2025
Shares 15,180,772 Value ($000) $505,823 Avg Close — Range —
Q1 2025
Shares 16,185,707 Value ($000) $486,542 Avg Close — Range —
Q4 2024
Shares 19,075,278 Value ($000) $534,489 Avg Close — Range —
Q3 2024
Shares 19,552,710 Value ($000) $601,050 Avg Close — Range —
Q2 2024
Shares 18,728,181 Value ($000) $533,004 Avg Close — Range —
Q1 2024
Shares 8,375,154 Value ($000) $236,933 Avg Close — Range —
Q4 2023
Shares 6,314,819 Value ($000) $168,322 Avg Close — Range —
Q3 2023
Shares 2,817,750 Value ($000) $68,649 Avg Close — Range —