AMERIPRISE FINL INC

Ticker: AMP CUSIP: 03076C106 Class: COM

OKABENA INVESTMENT SERVICES INC's Holding History (CIK: 0001157519)

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

Q4 2025

Shares 505 Value ($000) $248 Avg Close $473.82 Range $431.13 - $507.00

Q3 2025

Shares 505 Value ($000) $248 Avg Close $510.14 Range $480.74 - $544.82

Q2 2025

Shares 477 Value ($000) $255 Avg Close $490.23 Range $392.21 - $530.79

Q1 2025

Shares 477 Value ($000) $231 Avg Close $518.64 Range $464.12 - $574.69

Q1 2023

Shares 10 Value ($000) $2 Avg Close $314.59 Range $264.55 - $343.76

Q4 2022

Shares 130 Value ($000) $40 Avg Close $291.87 Range $240.12 - $325.25

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	505	$248	$473.82	$431.13 - $507.00
Q3 2025	505	$248	$510.14	$480.74 - $544.82
Q2 2025	477	$255	$490.23	$392.21 - $530.79
Q1 2025	477	$231	$518.64	$464.12 - $574.69
Q1 2023	10	$2	$314.59	$264.55 - $343.76
Q4 2022	130	$40	$291.87	$240.12 - $325.25