VERTEX INC

Ticker: VERX CUSIP: 92538J106 Class: Common Stock

Allworth Financial LP's Holding History (CIK: 0001555170)

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

Q4 2025
Shares 272 Value ($000) $5 Avg Close $21.63 Range $18.54 - $26.54
Q3 2025
Shares 111 Value ($000) $3 Avg Close $28.97 Range $23.13 - $36.75
Q2 2025
Shares 45 Value ($000) $2 Avg Close $38.05 Range $33.22 - $42.44
Q1 2025
Shares 77 Value ($000) $3 Avg Close $45.68 Range $30.26 - $60.71
Q4 2024
Shares 46 Value ($000) $3 Avg Close $48.49 Range $38.09 - $57.74
Q3 2024
Shares 36 Value ($000) $1 Avg Close $36.86 Range $34.19 - $40.05
Q2 2024
Shares 54 Value ($000) $2 Avg Close $32.18 Range $27.22 - $36.36
Q1 2024
Shares 5 Value ($000) $0 Avg Close $26.98 Range $23.31 - $35.38
Q4 2023
Shares 5 Value ($000) $0 Avg Close $25.63 Range $21.87 - $30.00
Q3 2023
Shares 5 Value ($000) $0 Avg Close $20.58 Range $17.59 - $23.53