COASTAL FINL CORP WA

Ticker: CCB CUSIP: 19046P209 Class: Common Stock

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025

Shares 12,094 Value ($000) $1,386 Avg Close $109.10 Range $98.80 - $120.05

Q3 2025

Shares 13,655 Value ($000) $1,477 Avg Close $105.99 Range $91.25 - $119.22

Q2 2025

Shares 11,466 Value ($000) $1,111 Avg Close $86.17 Range $76.11 - $100.15

Q1 2025

Shares 9,884 Value ($000) $894 Avg Close $87.39 Range $78.48 - $102.25

Q4 2024

Shares 7,752 Value ($000) $658 Avg Close $69.78 Range $51.45 - $87.10

Q3 2024

Shares 5,513 Value ($000) $298 Avg Close $50.13 Range $43.43 - $54.73

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	12,094	$1,386	$109.10	$98.80 - $120.05
Q3 2025	13,655	$1,477	$105.99	$91.25 - $119.22
Q2 2025	11,466	$1,111	$86.17	$76.11 - $100.15
Q1 2025	9,884	$894	$87.39	$78.48 - $102.25
Q4 2024	7,752	$658	$69.78	$51.45 - $87.10
Q3 2024	5,513	$298	$50.13	$43.43 - $54.73