AVEPOINT INC

Ticker: AVPT CUSIP: 053604104 Class: Common Stock

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025

Shares 87,360 Value ($000) $1,213 Avg Close $13.81 Range $11.49 - $15.58

Q3 2025

Shares 94,586 Value ($000) $1,420 Avg Close $16.79 Range $14.14 - $19.95

Q2 2025

Shares 85,462 Value ($000) $1,650 Avg Close $17.34 Range $12.49 - $20.25

Q1 2025

Shares 48,920 Value ($000) $706 Avg Close $16.80 Range $13.10 - $19.90

Q4 2024

Shares 27,364 Value ($000) $452 Avg Close $15.19 Range $11.43 - $19.16

Q3 2024

Shares 29,345 Value ($000) $345 Avg Close $10.95 Range $9.38 - $12.09

Q2 2024

Shares 24,647 Value ($000) $257 Avg Close $8.67 Range $7.52 - $10.45

Q1 2024

Shares 16,608 Value ($000) $132 Avg Close $7.87 Range $7.08 - $8.57

Q4 2023

Shares 11,035 Value ($000) $91 Avg Close $7.81 Range $6.45 - $8.61

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	87,360	$1,213	$13.81	$11.49 - $15.58
Q3 2025	94,586	$1,420	$16.79	$14.14 - $19.95
Q2 2025	85,462	$1,650	$17.34	$12.49 - $20.25
Q1 2025	48,920	$706	$16.80	$13.10 - $19.90
Q4 2024	27,364	$452	$15.19	$11.43 - $19.16
Q3 2024	29,345	$345	$10.95	$9.38 - $12.09
Q2 2024	24,647	$257	$8.67	$7.52 - $10.45
Q1 2024	16,608	$132	$7.87	$7.08 - $8.57
Q4 2023	11,035	$91	$7.81	$6.45 - $8.61