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Boston Partners
> BCOR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | AVANTAX, INC. | BCOR | 480,357 | 5,125 | 10,960,612,000 | -1,471,366,000 | $22,817.64 |
| 03/31/2023 | AVANTAX, INC. | BCOR | 475,232 | -106,664 | 12,431,978,000 | -2,771,048,000 | $26,159.81 |
| 12/31/2022 | AVANTAX, INC. | BCOR | 581,896 | 480,680 | 15,203,026,000 | 15,201,068,000 | $26,126.71 |
| 09/30/2022 | AVANTAX, INC. | BCOR | 101,216 | -50,664 | 1,958,000 | -846,000 | $19.34 |
| 06/30/2022 | AVANTAX, INC. | BCOR | 151,880 | -70,448 | 2,804,000 | -1,543,000 | $18.46 |
| 03/31/2022 | AVANTAX, INC. | BCOR | 222,328 | 69,331 | 4,347,000 | 1,697,000 | $19.55 |
| 12/31/2021 | AVANTAX, INC. | BCOR | 152,997 | 24,457 | 2,650,000 | 646,000 | $17.32 |
| 09/30/2021 | AVANTAX, INC. | BCOR | 128,540 | 346 | 2,004,000 | -215,000 | $15.59 |
| 06/30/2021 | AVANTAX, INC. | BCOR | 128,194 | -36,933 | 2,219,000 | -528,000 | $17.31 |
| 03/31/2021 | AVANTAX, INC. | BCOR | 165,127 | 58,153 | 2,747,000 | 1,045,000 | $16.64 |
| 12/31/2020 | AVANTAX, INC. | BCOR | 106,974 | 20,331 | 1,702,000 | 886,000 | $15.91 |
| 09/30/2020 | AVANTAX, INC. | BCOR | 86,643 | 86,643 | 816,000 | 816,000 | $9.42 |
| 12/31/2016 | AVANTAX, INC. | BCOR | 0 | -207,651 | 0 | -2,326,000 | |
| 09/30/2016 | AVANTAX, INC. | BCOR | 207,651 | 207,651 | 2,326,000 | 2,326,000 | $11.20 |
| 06/30/2016 | AVANTAX, INC. | BCOR | 207,651 | 207,651 | 2,151,000 | 2,151,000 | $10.36 |
| 12/31/2015 | AVANTAX, INC. | BCOR | 0 | -496,725 | 0 | -6,840,000 | |
| 09/30/2015 | AVANTAX, INC. | BCOR | 496,725 | 496,725 | 6,840,000 | 6,840,000 | $13.77 |
| 06/30/2015 | AVANTAX, INC. | BCOR | 587,513 | 587,513 | 9,488,000 | 9,488,000 | $16.15 |
| 03/31/2015 | AVANTAX, INC. | BCOR | 526,233 | 526,233 | 7,188,000 | 7,188,000 | $13.66 |
| 12/31/2014 | AVANTAX, INC. | BCOR | 567,476 | 567,476 | 7,860,000 | 7,860,000 | $13.85 |
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