TRUST FOR PROFESSIONAL MANAG

Ticker: CUSD CUSIP: 89834G778 Class: CROSSINGBRDG PRE

Prepared Retirement Institute LLC's Holding History (CIK: 0002056037)

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

Q4 2025
Shares 120,847 Value ($000) $2,297 Avg Close — Range —
Q3 2025
Shares 150,373 Value ($000) $3,260 Avg Close — Range —
Q2 2025
Shares 252,428 Value ($000) $5,410 Avg Close — Range —
Q1 2025
Shares 339,903 Value ($000) $7,124 Avg Close — Range —
Q4 2024
Shares 517,404 Value ($000) $10,690 Avg Close — Range —
Q3 2024
Shares 484,661 Value ($000) $10,439 Avg Close — Range —
Q2 2024
Shares 484,082 Value ($000) $10,481 Avg Close — Range —
Q1 2024
Shares 481,578 Value ($000) $10,306 Avg Close — Range —
Q4 2023
Shares 436,517 Value ($000) $9,239 Avg Close — Range —