FISERV INC

Ticker: FISV CUSIP: 337738108 Class: COM

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025

Shares 219,059 Value ($000) $14,714 Avg Close $83.87 Range $59.56 - $129.85

Q3 2025

Shares 237,172 Value ($000) $30,579 Avg Close $143.31 Range $127.41 - $175.92

Q2 2025

Shares 232,525 Value ($000) $40,090 Avg Close $181.35 Range $156.30 - $227.00

Q1 2025

Shares 246,516 Value ($000) $54,438 Avg Close $218.93 Range $199.52 - $238.59

Q4 2024

Shares 208,315 Value ($000) $42,792 Avg Close $204.14 Range $179.00 - $223.23

Q3 2024

Shares 148,405 Value ($000) $26,661 Avg Close $164.95 Range $146.46 - $179.95

Q2 2024

Shares 141,756 Value ($000) $21,127 Avg Close $151.37 Range $145.98 - $159.92

Q1 2024

Shares 139,208 Value ($000) $22,248 Avg Close $145.64 Range $131.41 - $159.99

Q4 2023

Shares 132,679 Value ($000) $17,625 Avg Close $122.71 Range $109.11 - $136.49

Q3 2023

Shares 128,579 Value ($000) $14,524 Avg Close $123.15 Range $112.40 - $130.74

Q2 2023

Shares 121,109 Value ($000) $15,278 Avg Close $117.72 Range $110.31 - $126.55

Q1 2023

Shares 116,944 Value ($000) $13,218 Avg Close $110.00 Range $98.81 - $119.48

Q4 2022

Shares 117,615 Value ($000) $11,887 Avg Close $99.59 Range $91.55 - $106.23

Q3 2022

Shares 110,337 Value ($000) $10,324 Avg Close $101.91 Range $88.77 - $110.94

Q2 2022

Shares 110,650 Value ($000) $9,844 Avg Close $96.99 Range $87.03 - $105.26

Q1 2022

Shares 112,558 Value ($000) $11,413 Avg Close $101.21 Range $89.91 - $110.99

Q4 2021

Shares 90,951 Value ($000) $9,440 Avg Close $103.40 Range $92.06 - $111.84

Q3 2021

Shares 90,026 Value ($000) $9,768 Avg Close $111.73 Range $105.48 - $119.86

Q2 2021

Shares 91,986 Value ($000) $9,832 Avg Close $116.26 Range $106.36 - $127.34

Q1 2021

Shares 109,225 Value ($000) $13,002 Avg Close $114.76 Range $100.36 - $126.25

Q4 2020

Shares 103,467 Value ($000) $11,781 Avg Close $107.76 Range $92.81 - $121.83

Q3 2020

Shares 105,656 Value ($000) $10,888 Avg Close $99.60 Range $92.15 - $104.74

Q2 2020

Shares 100,187 Value ($000) $9,780 Avg Close $100.70 Range $84.37 - $109.84

Q1 2020

Shares 108,632 Value ($000) $10,319 Avg Close $111.08 Range $73.50 - $125.05

Q4 2019

Shares 123,645 Value ($000) $14,297 Avg Close $110.41 Range $99.75 - $118.00

Q3 2019

Shares 122,589 Value ($000) $12,699 Avg Close $102.09 Range $91.33 - $109.92

Q2 2019

Shares 73,244 Value ($000) $6,677 Avg Close $87.63 Range $81.62 - $92.29

Q1 2019

Shares 106,097 Value ($000) $9,366 Avg Close $82.51 Range $68.45 - $88.65

Q4 2018

Shares 110,728 Value ($000) $8,137 Avg Close $77.30 Range $68.55 - $82.79

Q3 2018

Shares 124,753 Value ($000) $10,277 Avg Close $78.49 Range $73.54 - $82.41

Q2 2018

Shares 124,398 Value ($000) $9,217 Avg Close $72.61 Range $68.43 - $76.98

Q1 2018

Shares 117,882 Value ($000) $8,406 Avg Close $70.32 Range $62.76 - $74.45

Q4 2017

Shares 46,934 Value ($000) $6,154 Avg Close $64.57 Range $60.19 - $66.68

Q3 2017

Shares 46,981 Value ($000) $6,059 Avg Close $62.13 Range $59.85 - $64.81

Q2 2017

Shares 32,822 Value ($000) $4,015 Avg Close $60.49 Range $57.48 - $63.55

Q1 2017

Shares 32,326 Value ($000) $3,728 Avg Close $56.13 Range $52.26 - $59.15

Q4 2016

Shares 34,045 Value ($000) $3,618 Avg Close $51.37 Range $46.41 - $54.55

Q3 2016

Shares 33,713 Value ($000) $3,353 Avg Close $52.44 Range $48.87 - $55.76

Q2 2016

Shares 30,111 Value ($000) $3,274 Avg Close $51.47 Range $48.17 - $54.42

Q1 2016

Shares 30,697 Value ($000) $3,149 Avg Close $47.42 Range $42.81 - $51.44

Q4 2015

Shares 19,250 Value ($000) $1,761 Avg Close $46.96 Range $42.70 - $48.88

Q3 2015

Shares 25,127 Value ($000) $2,176 Avg Close $43.26 Range $38.98 - $45.27

Q2 2015

Shares 25,036 Value ($000) $2,074 Avg Close $40.21 Range $38.46 - $43.20

Q1 2015

Shares 24,422 Value ($000) $1,939 Avg Close $38.13 Range $34.56 - $40.48

Q4 2014

Shares 16,161 Value ($000) $1,147 Avg Close $34.23 Range $30.27 - $36.63

Q3 2014

Shares 14,006 Value ($000) $905 Avg Close $31.60 Range $29.84 - $33.05

Q2 2014

Shares 14,456 Value ($000) $872 Avg Close $29.64 Range $27.45 - $31.14

Q1 2014

Shares 14,794 Value ($000) $839 Avg Close $28.60 Range $26.84 - $29.64

Q4 2013

Shares 15,434 Value ($000) $911 Avg Close $26.98 Range $24.48 - $29.64

Q3 2013

Shares 6,783 Value ($000) $685 Avg Close $24.19 Range $21.57 - $25.80

Q2 2013

Shares 6,722 Value ($000) $588 Avg Close $21.93 Range $21.09 - $22.79

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	219,059	$14,714	$83.87	$59.56 - $129.85
Q3 2025	237,172	$30,579	$143.31	$127.41 - $175.92
Q2 2025	232,525	$40,090	$181.35	$156.30 - $227.00
Q1 2025	246,516	$54,438	$218.93	$199.52 - $238.59
Q4 2024	208,315	$42,792	$204.14	$179.00 - $223.23
Q3 2024	148,405	$26,661	$164.95	$146.46 - $179.95
Q2 2024	141,756	$21,127	$151.37	$145.98 - $159.92
Q1 2024	139,208	$22,248	$145.64	$131.41 - $159.99
Q4 2023	132,679	$17,625	$122.71	$109.11 - $136.49
Q3 2023	128,579	$14,524	$123.15	$112.40 - $130.74
Q2 2023	121,109	$15,278	$117.72	$110.31 - $126.55
Q1 2023	116,944	$13,218	$110.00	$98.81 - $119.48
Q4 2022	117,615	$11,887	$99.59	$91.55 - $106.23
Q3 2022	110,337	$10,324	$101.91	$88.77 - $110.94
Q2 2022	110,650	$9,844	$96.99	$87.03 - $105.26
Q1 2022	112,558	$11,413	$101.21	$89.91 - $110.99
Q4 2021	90,951	$9,440	$103.40	$92.06 - $111.84
Q3 2021	90,026	$9,768	$111.73	$105.48 - $119.86
Q2 2021	91,986	$9,832	$116.26	$106.36 - $127.34
Q1 2021	109,225	$13,002	$114.76	$100.36 - $126.25
Q4 2020	103,467	$11,781	$107.76	$92.81 - $121.83
Q3 2020	105,656	$10,888	$99.60	$92.15 - $104.74
Q2 2020	100,187	$9,780	$100.70	$84.37 - $109.84
Q1 2020	108,632	$10,319	$111.08	$73.50 - $125.05
Q4 2019	123,645	$14,297	$110.41	$99.75 - $118.00
Q3 2019	122,589	$12,699	$102.09	$91.33 - $109.92
Q2 2019	73,244	$6,677	$87.63	$81.62 - $92.29
Q1 2019	106,097	$9,366	$82.51	$68.45 - $88.65
Q4 2018	110,728	$8,137	$77.30	$68.55 - $82.79
Q3 2018	124,753	$10,277	$78.49	$73.54 - $82.41
Q2 2018	124,398	$9,217	$72.61	$68.43 - $76.98
Q1 2018	117,882	$8,406	$70.32	$62.76 - $74.45
Q4 2017	46,934	$6,154	$64.57	$60.19 - $66.68
Q3 2017	46,981	$6,059	$62.13	$59.85 - $64.81
Q2 2017	32,822	$4,015	$60.49	$57.48 - $63.55
Q1 2017	32,326	$3,728	$56.13	$52.26 - $59.15
Q4 2016	34,045	$3,618	$51.37	$46.41 - $54.55
Q3 2016	33,713	$3,353	$52.44	$48.87 - $55.76
Q2 2016	30,111	$3,274	$51.47	$48.17 - $54.42
Q1 2016	30,697	$3,149	$47.42	$42.81 - $51.44
Q4 2015	19,250	$1,761	$46.96	$42.70 - $48.88
Q3 2015	25,127	$2,176	$43.26	$38.98 - $45.27
Q2 2015	25,036	$2,074	$40.21	$38.46 - $43.20
Q1 2015	24,422	$1,939	$38.13	$34.56 - $40.48
Q4 2014	16,161	$1,147	$34.23	$30.27 - $36.63
Q3 2014	14,006	$905	$31.60	$29.84 - $33.05
Q2 2014	14,456	$872	$29.64	$27.45 - $31.14
Q1 2014	14,794	$839	$28.60	$26.84 - $29.64
Q4 2013	15,434	$911	$26.98	$24.48 - $29.64
Q3 2013	6,783	$685	$24.19	$21.57 - $25.80
Q2 2013	6,722	$588	$21.93	$21.09 - $22.79