Global Retirement Partners, LLC

Holdings History for Cardlytics, Inc. - Common Stock, par value $0.0001 (CDLX)

Symbol: CDLX on Nasdaq
Investment type: Equity / Common Stock, par value $0.0001

Shares, Excluding Options vs Price

Value, Excluding Options

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
31 Dec 2025	0%	+0%	$52,095	45,300	+10,500	+30%	$1.15	Q4 2025
30 Sep 2025	0%	+0%	$84,564	34,800	+14,000	+67%	$2.43	Q3 2025
30 Jun 2025	0%	+0%	$34,216	20,800	+1,000	+5.1%	$1.64	Q2 2025
31 Dec 2024	0%	+0%	$73,458	19,800	+7,000	+55%	$3.71	Q4 2024
30 Sep 2024	0%	+0%	$40,960	12,800	+3,550	+38%	$3.20	Q3 2024
30 Jun 2024	0%	+0%	$75,943	9,250	+9,250	NEW	$8.21	Q2 2024

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.