LIVE OAK BANCSHARES INC

Ticker: LOB CUSIP: 53803X105 Class: COM

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 36,577 Value ($000) $1,256 Avg Close $33.48 Range $29.36 - $37.00
Q3 2025
Shares 29,452 Value ($000) $1,037 Avg Close $34.45 Range $29.60 - $39.16
Q2 2025
Shares 21,658 Value ($000) $645 Avg Close $26.97 Range $22.68 - $30.38
Q1 2025
Shares 26,288 Value ($000) $701 Avg Close $33.24 Range $26.06 - $41.55
Q4 2024
Shares 8,844 Value ($000) $350 Avg Close $45.01 Range $37.83 - $50.30
Q3 2024
Shares 10,194 Value ($000) $483 Avg Close $41.83 Range $33.05 - $50.57
Q2 2024
Shares 7,469 Value ($000) $262 Avg Close $35.41 Range $31.03 - $41.65
Q1 2024
Shares 7,058 Value ($000) $293 Avg Close $39.81 Range $35.00 - $45.98
Q4 2023
Shares 6,159 Value ($000) $280 Avg Close $33.56 Range $26.11 - $47.22
Q2 2017
Shares 134 Value ($000) $3 Avg Close $23.92 Range $20.95 - $26.05
Q1 2017
Shares 134 Value ($000) $3 Avg Close $21.20 Range $18.00 - $24.59
Q2 2016
Shares 100 Value ($000) $1 Avg Close $15.24 Range $13.33 - $17.15
Q1 2016
Shares 100 Value ($000) $2 Avg Close $13.52 Range $12.10 - $15.38
Q3 2015
Shares 2,000 Value ($000) $39 Avg Close $19.67 Range $17.63 - $21.25