Cerity Partners’s EXL Service EXLS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,753	Closed	-$226K	–	2513
2024 Q4	$226K	Sell	5,753 -1,296	-18%	-$51K	﹤0.01%	2176
2024 Q3	$269K	Buy	+7,049	New	+$269K	﹤0.01%	2132