BROADRIDGE FINL SOLUTIONS IN

Ticker: BR CUSIP: 11133T103 Class: COM

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

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

Q4 2025
Shares 1,016 Value ($000) $227 Avg Close $227.30 Range $214.17 - $237.72
Q3 2025
Shares 1,116 Value ($000) $266 Avg Close $247.24 Range $230.09 - $269.71
Q2 2025
Shares 1,155 Value ($000) $281 Avg Close $235.04 Range $209.84 - $244.67
Q1 2025
Shares 1,155 Value ($000) $280 Avg Close $231.86 Range $216.57 - $242.74
Q4 2024
Shares 1,155 Value ($000) $261 Avg Close $219.85 Range $204.19 - $233.38
Q3 2024
Shares 955 Value ($000) $205 Avg Close $204.45 Range $191.07 - $218.59
Q3 2018
Shares 425 Value ($000) $56 Avg Close $111.83 Range $98.32 - $121.88
Q1 2018
Shares 438 Value ($000) $48 Avg Close $86.94 Range $76.56 - $96.60