CALIX INC

Ticker: CALX CUSIP: 13100M509 Class: EQTY

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 30,609 Value ($000) $1,620 Avg Close $58.25 Range $52.05 - $71.22
Q3 2025
Shares 38,977 Value ($000) $2,392 Avg Close $57.59 Range $49.64 - $64.30
Q2 2025
Shares 28,464 Value ($000) $1,514 Avg Close $42.77 Range $29.50 - $53.66
Q1 2025
Shares 18,641 Value ($000) $661 Avg Close $37.10 Range $28.61 - $42.50
Q4 2024
Shares 11,177 Value ($000) $390 Avg Close $35.21 Range $28.70 - $40.41
Q3 2024
Shares 13,654 Value ($000) $530 Avg Close $36.74 Range $33.34 - $41.97
Q2 2024
Shares 14,482 Value ($000) $513 Avg Close $32.19 Range $26.76 - $37.32
Q4 2023
Shares 5,558 Value ($000) $243 Avg Close $39.99 Range $31.95 - $46.29
Q3 2023
Shares 5,005 Value ($000) $229 Avg Close $45.27 Range $39.61 - $51.74
Q2 2023
Shares 4,650 Value ($000) $232 Avg Close $48.21 Range $41.74 - $56.47
Q1 2023
Shares 4,205 Value ($000) $225 Avg Close $54.51 Range $46.48 - $71.59
Q4 2022
Shares 5,281 Value ($000) $361 Avg Close $67.21 Range $56.12 - $77.44
Q3 2022
Shares 3,932 Value ($000) $240 Avg Close $53.46 Range $33.18 - $64.47
Q4 2021
Shares 3,580 Value ($000) $286 Avg Close $65.29 Range $49.20 - $80.95
Q1 2021
Shares 40,140 Value ($000) $1,391 Avg Close $37.04 Range $28.58 - $48.78
Q2 2017
Shares 830 Value ($000) $6 Avg Close $6.78 Range $6.30 - $7.35
Q1 2017
Shares 830 Value ($000) $6 Avg Close $7.08 Range $6.15 - $7.76
Q2 2016
Shares 5,130 Value ($000) $35 Avg Close $6.84 Range $6.24 - $7.76
Q1 2016
Shares 5,130 Value ($000) $36 Avg Close $7.07 Range $5.64 - $7.87
Q4 2015
Shares 5,130 Value ($000) $40 Avg Close $7.83 Range $6.30 - $9.07
Q3 2015
Shares 5,130 Value ($000) $40 Avg Close $7.60 Range $6.75 - $8.79
Q1 2015
Shares 5,130 Value ($000) $43 Avg Close $8.98 Range $8.09 - $10.63
Q4 2014
Shares 5,130 Value ($000) $51 Avg Close $9.96 Range $8.26 - $11.60
Q3 2014
Shares 5,130 Value ($000) $49 Avg Close $9.29 Range $7.67 - $10.92
Q2 2014
Shares 6,209 Value ($000) $51 Avg Close $8.18 Range $7.40 - $9.28
Q1 2014
Shares 4,188 Value ($000) $35 Avg Close $8.38 Range $7.12 - $9.75
Q4 2013
Shares 4,188 Value ($000) $40 Avg Close $10.70 Range $8.43 - $13.36
Q3 2013
Shares 4,188 Value ($000) $53 Avg Close $12.24 Range $9.96 - $13.98
Q2 2013
Shares 2,543 Value ($000) $26 Avg Close $9.31 Range $7.29 - $10.98