TRUST FOR PROFESSIONAL MANAG

Ticker: CUSD CUSIP: 89834G778 Class: CROSSINGBRDG PRE

Balance Wealth, LLC's Holding History (CIK: 0002065247)

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

Q4 2025
Shares 83,861 Value ($000) $1,594 Avg Close — Range —
Q3 2025
Shares 78,194 Value ($000) $1,695 Avg Close — Range —
Q2 2025
Shares 70,516 Value ($000) $1,511 Avg Close — Range —
Q1 2025
Shares 22,436 Value ($000) $470 Avg Close — Range —