BOK FINL CORP

Ticker: BOKF CUSIP: 05561Q201 Class: Common Stock

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025

Shares 9,899 Value ($000) $1,173 Avg Close $111.30 Range $101.79 - $121.58

Q3 2025

Shares 10,116 Value ($000) $1,127 Avg Close $105.50 Range $95.36 - $112.98

Q2 2025

Shares 7,477 Value ($000) $730 Avg Close $92.32 Range $83.25 - $101.91

Q1 2025

Shares 6,065 Value ($000) $632 Avg Close $104.86 Range $95.73 - $113.21

Q4 2024

Shares 5,576 Value ($000) $594 Avg Close $108.41 Range $96.80 - $118.36

Q3 2024

Shares 11,946 Value ($000) $1,250 Avg Close $97.22 Range $83.25 - $104.63

Q2 2024

Shares 5,191 Value ($000) $476 Avg Close $86.78 Range $81.41 - $92.86

Q1 2024

Shares 3,120 Value ($000) $287 Avg Close $80.93 Range $74.07 - $88.17

Q1 2023

Shares 4 Value ($000) $0 Avg Close $90.80 Range $74.49 - $99.14

Q4 2022

Shares 2,307 Value ($000) $239 Avg Close $93.69 Range $81.94 - $102.15

Q4 2019

Shares 3,454 Value ($000) $302 Avg Close $69.18 Range $61.16 - $75.14

Q3 2019

Shares 3,659 Value ($000) $290 Avg Close $66.10 Range $61.72 - $71.36

Q2 2017

Shares 1,154 Value ($000) $97 Avg Close $65.58 Range $59.71 - $71.18

Q1 2017

Shares 1,054 Value ($000) $82 Avg Close $65.22 Range $58.88 - $68.35

Q4 2016

Shares 1,007 Value ($000) $84 Avg Close $61.12 Range $53.52 - $67.78

Q3 2016

Shares 835 Value ($000) $58 Avg Close $52.46 Range $44.66 - $55.52

Q2 2016

Shares 1,013 Value ($000) $64 Avg Close $46.60 Range $40.17 - $51.30

Q1 2016

Shares 897 Value ($000) $49 Avg Close $40.67 Range $34.19 - $47.03

Q4 2015

Shares 897 Value ($000) $54 Avg Close $50.61 Range $45.13 - $57.90

Q3 2015

Shares 897 Value ($000) $58 Avg Close $49.93 Range $43.93 - $54.11

Q1 2015

Shares 709 Value ($000) $43 Avg Close $44.24 Range $40.02 - $46.98

Q4 2014

Shares 434 Value ($000) $26 Avg Close $48.63 Range $42.94 - $51.86

Q3 2014

Shares 434 Value ($000) $29 Avg Close $49.93 Range $47.54 - $52.20

Q2 2014

Shares 509 Value ($000) $34 Avg Close $48.64 Range $45.97 - $52.70

Q1 2014

Shares 434 Value ($000) $30 Avg Close $48.37 Range $45.85 - $52.46

Q4 2013

Shares 434 Value ($000) $29 Avg Close $46.44 Range $44.34 - $49.04

Q3 2013

Shares 434 Value ($000) $27 Avg Close $48.07 Range $46.06 - $50.47

Q2 2013

Shares 434 Value ($000) $28 Avg Close $46.03 Range $43.70 - $48.19

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,899	$1,173	$111.30	$101.79 - $121.58
Q3 2025	10,116	$1,127	$105.50	$95.36 - $112.98
Q2 2025	7,477	$730	$92.32	$83.25 - $101.91
Q1 2025	6,065	$632	$104.86	$95.73 - $113.21
Q4 2024	5,576	$594	$108.41	$96.80 - $118.36
Q3 2024	11,946	$1,250	$97.22	$83.25 - $104.63
Q2 2024	5,191	$476	$86.78	$81.41 - $92.86
Q1 2024	3,120	$287	$80.93	$74.07 - $88.17
Q1 2023	4	$0	$90.80	$74.49 - $99.14
Q4 2022	2,307	$239	$93.69	$81.94 - $102.15
Q4 2019	3,454	$302	$69.18	$61.16 - $75.14
Q3 2019	3,659	$290	$66.10	$61.72 - $71.36
Q2 2017	1,154	$97	$65.58	$59.71 - $71.18
Q1 2017	1,054	$82	$65.22	$58.88 - $68.35
Q4 2016	1,007	$84	$61.12	$53.52 - $67.78
Q3 2016	835	$58	$52.46	$44.66 - $55.52
Q2 2016	1,013	$64	$46.60	$40.17 - $51.30
Q1 2016	897	$49	$40.67	$34.19 - $47.03
Q4 2015	897	$54	$50.61	$45.13 - $57.90
Q3 2015	897	$58	$49.93	$43.93 - $54.11
Q1 2015	709	$43	$44.24	$40.02 - $46.98
Q4 2014	434	$26	$48.63	$42.94 - $51.86
Q3 2014	434	$29	$49.93	$47.54 - $52.20
Q2 2014	509	$34	$48.64	$45.97 - $52.70
Q1 2014	434	$30	$48.37	$45.85 - $52.46
Q4 2013	434	$29	$46.44	$44.34 - $49.04
Q3 2013	434	$27	$48.07	$46.06 - $50.47
Q2 2013	434	$28	$46.03	$43.70 - $48.19