PHREESIA INC

Ticker: PHR CUSIP: 71944F106 Class: Common Stock

Creative Planning's Holding History (CIK: 0001540235)

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

Q3 2025

Shares 9,268 Value ($000) $218 Avg Close $27.20 Range $22.75 - $32.76

Q1 2025

Shares 9,262 Value ($000) $237 Avg Close $27.18 Range $21.62 - $30.53

Q4 2024

Shares 72 Value ($000) $2 Avg Close $21.37 Range $17.07 - $26.22

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	9,268	$218	$27.20	$22.75 - $32.76
Q1 2025	9,262	$237	$27.18	$21.62 - $30.53
Q4 2024	72	$2	$21.37	$17.07 - $26.22