HELIOS TECHNOLOGIES INC

Ticker: HLIO CUSIP: 42328H109 Class: COM

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025

Shares 34,719 Value ($000) $1,857 Avg Close $53.90 Range $47.01 - $58.80

Q3 2025

Shares 32,855 Value ($000) $1,713 Avg Close $46.69 Range $33.04 - $56.17

Q2 2025

Shares 31,062 Value ($000) $1,037 Avg Close $30.14 Range $24.76 - $34.23

Q4 2024

Shares 485 Value ($000) $22 Avg Close $49.50 Range $43.76 - $57.29

Q2 2024

Shares 7,260 Value ($000) $347 Avg Close $47.89 Range $42.54 - $54.06

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	34,719	$1,857	$53.90	$47.01 - $58.80
Q3 2025	32,855	$1,713	$46.69	$33.04 - $56.17
Q2 2025	31,062	$1,037	$30.14	$24.76 - $34.23
Q4 2024	485	$22	$49.50	$43.76 - $57.29
Q2 2024	7,260	$347	$47.89	$42.54 - $54.06