PRINCIPAL EXCHANGE TRADED FD

Ticker: PREF CUSIP: 74255Y888 Class: Preferred Stock

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 143,726 Value ($000) $2,741 Avg Close — Range —
Q3 2025
Shares 140,577 Value ($000) $2,691 Avg Close — Range —
Q2 2025
Shares 138,387 Value ($000) $2,625 Avg Close — Range —
Q4 2022
Shares 20,446 Value ($000) $350 Avg Close — Range —
Q3 2022
Shares 20,446 Value ($000) $343 Avg Close — Range —