VERTEX INC

Ticker: VERX CUSIP: 92538J106 Class: Common Stock

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025

Shares 784 Value ($000) $16 Avg Close $21.63 Range $18.54 - $26.54

Q3 2025

Shares 909 Value ($000) $23 Avg Close $28.97 Range $23.13 - $36.75

Q2 2025

Shares 710 Value ($000) $25 Avg Close $38.05 Range $33.22 - $42.44

Q1 2025

Shares 721 Value ($000) $25 Avg Close $45.68 Range $30.26 - $60.71

Q4 2024

Shares 721 Value ($000) $38 Avg Close $48.49 Range $38.09 - $57.74

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	784	$16	$21.63	$18.54 - $26.54
Q3 2025	909	$23	$28.97	$23.13 - $36.75
Q2 2025	710	$25	$38.05	$33.22 - $42.44
Q1 2025	721	$25	$45.68	$30.26 - $60.71
Q4 2024	721	$38	$48.49	$38.09 - $57.74