TRUST FOR PROFESSIONAL MANAG

Ticker: CUSD CUSIP: 89834G778 Class: CROSSINGBRDG PRE

Holders for Q4 2025 Position Changes for Q4 2025

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

New Positions (2)

VERUS CAPITAL PARTNERS, LLC

Value ($000) $3,569 Shares 187,779

JPMORGAN CHASE & CO

Value ($000) $2 Shares 100

Institution	Shares	Value ($000)
VERUS CAPITAL PARTNERS, LLC	187,779	$3,569
JPMORGAN CHASE & CO	100	$2

Increased Positions (3)

Balance Wealth, LLC

Value ($000) $1,594 (-6.0%) Shares 83,861 (+7.2%)

FAS Wealth Partners, Inc.

Value ($000) $205 (-0.4%) Shares 10,771 (+13.6%)

OSAIC HOLDINGS, INC.

Value ($000) $1 (-0.7%) Shares 63 (+12.5%)

Institution	Prev Shares	Curr Shares	Change
Balance Wealth, LLC	78,194	83,861	+5,667 (+7.2%)
FAS Wealth Partners, Inc.	9,479	10,771	+1,292 (+13.6%)
OSAIC HOLDINGS, INC.	56	63	+7 (+12.5%)

Decreased Positions (5)

Prepared Retirement Institute LLC

Value ($000) $2,297 (-29.6%) Shares 120,847 (-19.6%)

Westmount Partners, LLC

Value ($000) $474 (-71.5%) Shares 24,925 (-67.5%)

GREAT VALLEY ADVISOR GROUP, INC.

Value ($000) $852 (-22.9%) Shares 44,855 (-12.0%)

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Value ($000) $1,435 (-27.5%) Shares 75,526 (-17.3%)

BANK OF AMERICA CORP /DE/

Value ($000) $3 (-96.8%) Shares 147 (-96.4%)

Institution	Prev Shares	Curr Shares	Change
Prepared Retirement Institute LLC	150,373	120,847	-29,526 (-19.6%)
Westmount Partners, LLC	76,775	24,925	-51,850 (-67.5%)
GREAT VALLEY ADVISOR GROUP, INC.	50,949	44,855	-6,094 (-12.0%)
SUSQUEHANNA INTERNATIONAL GROUP, LLP	91,377	75,526	-15,851 (-17.3%)
BANK OF AMERICA CORP /DE/	4,055	147	-3,908 (-96.4%)

Exited Positions (2)

Ellsworth Advisors, LLC

Value ($000) $223 Shares 10,239

Value ($000) $344 Shares 15,869

Institution	Prev Shares	Prev Value ($000)
Ellsworth Advisors, LLC	10,239	$223
UBS Group AG	15,869	$344