PERELLA WEINBERG PARTNERS

Ticker: PWP CUSIP: 71367G102 Class: Common Stock

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025

Shares 41,917 Value ($000) $725 Avg Close $18.56 Range $16.60 - $21.55

Q3 2025

Shares 51,943 Value ($000) $1,107 Avg Close $21.18 Range $18.47 - $23.09

Q2 2025

Shares 37,883 Value ($000) $736 Avg Close $17.46 Range $13.93 - $19.84

Q1 2025

Shares 20,955 Value ($000) $386 Avg Close $22.34 Range $17.44 - $26.58

Q4 2024

Shares 23,040 Value ($000) $549 Avg Close $22.78 Range $18.64 - $26.11

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	41,917	$725	$18.56	$16.60 - $21.55
Q3 2025	51,943	$1,107	$21.18	$18.47 - $23.09
Q2 2025	37,883	$736	$17.46	$13.93 - $19.84
Q1 2025	20,955	$386	$22.34	$17.44 - $26.58
Q4 2024	23,040	$549	$22.78	$18.64 - $26.11