TRUST FOR PROFESSIONAL MANAG

Ticker: CUSD CUSIP: 89834G778 Class: CROSSINGBRDG PRE

Morton Capital Management LLC/CA's Holding History (CIK: 0002002628)

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

Q4 2024
Shares 1,481,936 Value ($000) $30,617 Avg Close — Range —
Q3 2024
Shares 1,660,862 Value ($000) $35,773 Avg Close — Range —
Q2 2024
Shares 1,590,812 Value ($000) $34,442 Avg Close — Range —
Q1 2024
Shares 1,533,500 Value ($000) $32,817 Avg Close — Range —
Q4 2023
Shares 1,451,808 Value ($000) $30,728 Avg Close — Range —
Q3 2023
Shares 1,410,470 Value ($000) $30,635 Avg Close — Range —
Q2 2023
Shares 1,289,164 Value ($000) $27,582 Avg Close — Range —
Q1 2023
Shares 1,135,415 Value ($000) $23,889 Avg Close — Range —
Q4 2022
Shares 815,536 Value ($000) $16,865 Avg Close — Range —
Q3 2022
Shares 470,509 Value ($000) $9,674 Avg Close — Range —
Q2 2022
Shares 156,186 Value ($000) $3,200 Avg Close — Range —