CULLEN FROST BANKERS INC

Ticker: CFR CUSIP: 229899109 Class: COM

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

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

Q4 2025

Shares 1,582 Value ($000) $227 Avg Close $124.81 Range $118.05 - $131.54

Q3 2025

Shares 1,639 Value ($000) $210 Avg Close $128.28 Range $119.45 - $138.08

Q2 2025

Shares 1,649 Value ($000) $225 Avg Close $119.75 Range $97.98 - $128.76

Q4 2024

Shares 1,655 Value ($000) $219 Avg Close $126.85 Range $102.70 - $142.25

Q3 2024

Shares 1,679 Value ($000) $207 Avg Close $104.76 Range $92.61 - $117.67

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,582	$227	$124.81	$118.05 - $131.54
Q3 2025	1,639	$210	$128.28	$119.45 - $138.08
Q2 2025	1,649	$225	$119.75	$97.98 - $128.76
Q4 2024	1,655	$219	$126.85	$102.70 - $142.25
Q3 2024	1,679	$207	$104.76	$92.61 - $117.67