Insider Trading & Ownership of ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001

Location: C/O Vertex, Inc., 2301 Renaissance Blvd., King Of Prussia, PA
Summary: The estimated value of insider holdings of ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 is at least $6.1M dollars as of June 24, 2025. ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 is the 13(D) GROUP MEMBER, 10%+ Owner of Vertex, Inc. and owns shares of Vertex, Inc. (VERX) stock worth about $6.1M.
Signature: /s/ Anne Marie Westphal, as Trustee
All Insider Reports: All Insider Reports

Notify me when ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 files a new Insider Trading report.

Ownership of ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001

Symbol	Company	Relationship	Holdings Value	Past Year Net Change	Change %	Report Period
VERX	Vertex, Inc.	13(D) GROUP MEMBER, 10%+ Owner	$6.1M	-$14.8M	-70.8%	Jun 20, 2025

Sym	Company	Class	Transaction	%	Value $	* Price $	Shares	Shares After	Date	Ownership

* An asterisk sign (*) next to the price indicates that the price is likely invalid.