CBIZ INC

Ticker: CBZ CUSIP: 124805102 Class: Common Stock

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025

Shares 27,672 Value ($000) $1,396 Avg Close $52.58 Range $47.89 - $56.93

Q3 2025

Shares 18,801 Value ($000) $996 Avg Close $64.50 Range $50.51 - $77.91

Q2 2025

Shares 22,655 Value ($000) $1,625 Avg Close $72.34 Range $64.85 - $80.65

Q1 2025

Shares 24,281 Value ($000) $1,842 Avg Close $80.43 Range $66.01 - $90.13

Q4 2024

Shares 24,505 Value ($000) $2,005 Avg Close $74.77 Range $63.61 - $84.23

Q3 2024

Shares 17,562 Value ($000) $1,182 Avg Close $72.67 Range $62.66 - $86.36

Q2 2024

Shares 15,932 Value ($000) $1,181 Avg Close $75.57 Range $70.72 - $80.42

Q1 2024

Shares 14,920 Value ($000) $1,171 Avg Close $69.53 Range $60.59 - $79.55

Q4 2023

Shares 11,039 Value ($000) $691 Avg Close $56.46 Range $49.15 - $63.12

Q3 2023

Shares 10,585 Value ($000) $549 Avg Close $53.89 Range $50.10 - $56.96

Q2 2023

Shares 9,779 Value ($000) $521 Avg Close $51.44 Range $48.10 - $54.61

Q1 2023

Shares 9,053 Value ($000) $448 Avg Close $48.17 Range $45.22 - $51.85

Q4 2022

Shares 5,957 Value ($000) $279 Avg Close $47.53 Range $42.87 - $51.67

Q2 2017

Shares 3,250 Value ($000) $49 Avg Close $14.98 Range $13.45 - $15.90

Q1 2017

Shares 3,250 Value ($000) $44 Avg Close $13.43 Range $12.70 - $14.26

Q4 2016

Shares 4,750 Value ($000) $65 Avg Close $12.13 Range $10.73 - $14.05

Q3 2016

Shares 3,250 Value ($000) $36 Avg Close $11.11 Range $10.24 - $11.82

Q2 2016

Shares 840 Value ($000) $9 Avg Close $10.29 Range $9.30 - $10.83

Q1 2016

Shares 840 Value ($000) $8 Avg Close $10.14 Range $9.30 - $11.19

Q4 2015

Shares 840 Value ($000) $8 Avg Close $10.59 Range $9.78 - $11.54

Q3 2015

Shares 840 Value ($000) $8 Avg Close $9.75 Range $9.07 - $10.28

Q1 2015

Shares 3,172 Value ($000) $30 Avg Close $8.74 Range $7.93 - $9.44

Q4 2014

Shares 2,372 Value ($000) $20 Avg Close $8.63 Range $7.78 - $9.39

Q3 2014

Shares 3,372 Value ($000) $27 Avg Close $8.53 Range $7.87 - $9.40

Q2 2014

Shares 2,140 Value ($000) $19 Avg Close $8.71 Range $8.16 - $9.39

Q1 2014

Shares 2,140 Value ($000) $20 Avg Close $8.98 Range $8.19 - $9.45

Q4 2013

Shares 1,340 Value ($000) $12 Avg Close $8.43 Range $6.99 - $9.40

Q3 2013

Shares 640 Value ($000) $5 Avg Close $7.18 Range $6.54 - $7.73

Q2 2013

Shares 740 Value ($000) $5 Avg Close $6.48 Range $5.99 - $6.87

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	27,672	$1,396	$52.58	$47.89 - $56.93
Q3 2025	18,801	$996	$64.50	$50.51 - $77.91
Q2 2025	22,655	$1,625	$72.34	$64.85 - $80.65
Q1 2025	24,281	$1,842	$80.43	$66.01 - $90.13
Q4 2024	24,505	$2,005	$74.77	$63.61 - $84.23
Q3 2024	17,562	$1,182	$72.67	$62.66 - $86.36
Q2 2024	15,932	$1,181	$75.57	$70.72 - $80.42
Q1 2024	14,920	$1,171	$69.53	$60.59 - $79.55
Q4 2023	11,039	$691	$56.46	$49.15 - $63.12
Q3 2023	10,585	$549	$53.89	$50.10 - $56.96
Q2 2023	9,779	$521	$51.44	$48.10 - $54.61
Q1 2023	9,053	$448	$48.17	$45.22 - $51.85
Q4 2022	5,957	$279	$47.53	$42.87 - $51.67
Q2 2017	3,250	$49	$14.98	$13.45 - $15.90
Q1 2017	3,250	$44	$13.43	$12.70 - $14.26
Q4 2016	4,750	$65	$12.13	$10.73 - $14.05
Q3 2016	3,250	$36	$11.11	$10.24 - $11.82
Q2 2016	840	$9	$10.29	$9.30 - $10.83
Q1 2016	840	$8	$10.14	$9.30 - $11.19
Q4 2015	840	$8	$10.59	$9.78 - $11.54
Q3 2015	840	$8	$9.75	$9.07 - $10.28
Q1 2015	3,172	$30	$8.74	$7.93 - $9.44
Q4 2014	2,372	$20	$8.63	$7.78 - $9.39
Q3 2014	3,372	$27	$8.53	$7.87 - $9.40
Q2 2014	2,140	$19	$8.71	$8.16 - $9.39
Q1 2014	2,140	$20	$8.98	$8.19 - $9.45
Q4 2013	1,340	$12	$8.43	$6.99 - $9.40
Q3 2013	640	$5	$7.18	$6.54 - $7.73
Q2 2013	740	$5	$6.48	$5.99 - $6.87