PONCE FINANCIAL GROUP INC

Ticker: PDLB CUSIP: 732344106 Class: Common Stock

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 16,832 Value ($000) $275 Avg Close $15.40 Range $13.91 - $18.01
Q3 2025
Shares 13,841 Value ($000) $203 Avg Close $14.48 Range $13.65 - $15.21
Q2 2025
Shares 13,439 Value ($000) $186 Avg Close $12.89 Range $10.88 - $14.06
Q1 2025
Shares 13,542 Value ($000) $172 Avg Close $13.08 Range $12.50 - $13.97