TRUST FOR PROFESSIONAL MANAG

Ticker: APIE CUSIP: 89834G737 Class: ACTIVEPASSIVE EQ

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 9,623 Value ($000) $342 Avg Close — Range —
Q3 2025
Shares 12,913 Value ($000) $458 Avg Close — Range —