SVB FINANCIAL GROUP

CUSIP: 78486Q101 Class: COM

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2022
Shares 5,184 Value ($000) $1,193 Avg Close — Range —
Q3 2022
Shares 4,160 Value ($000) $1,397 Avg Close — Range —
Q2 2022
Shares 6,736 Value ($000) $2,661 Avg Close — Range —
Q1 2022
Shares 6,108 Value ($000) $3,417 Avg Close — Range —
Q4 2021
Shares 4,039 Value ($000) $2,739 Avg Close — Range —
Q3 2021
Shares 3,937 Value ($000) $2,547 Avg Close — Range —
Q2 2021
Shares 3,849 Value ($000) $2,142 Avg Close — Range —
Q1 2021
Shares 4,146 Value ($000) $2,047 Avg Close — Range —
Q4 2020
Shares 4,060 Value ($000) $1,575 Avg Close — Range —
Q3 2020
Shares 4,519 Value ($000) $1,087 Avg Close — Range —
Q2 2020
Shares 5,051 Value ($000) $1,089 Avg Close — Range —
Q1 2020
Shares 4,157 Value ($000) $628 Avg Close — Range —
Q4 2019
Shares 5,683 Value ($000) $1,427 Avg Close — Range —
Q3 2019
Shares 5,864 Value ($000) $1,225 Avg Close — Range —
Q2 2019
Shares 4,562 Value ($000) $1,025 Avg Close — Range —
Q1 2019
Shares 4,976 Value ($000) $1,106 Avg Close — Range —
Q4 2018
Shares 3,861 Value ($000) $733 Avg Close — Range —
Q3 2018
Shares 5,092 Value ($000) $1,583 Avg Close — Range —
Q2 2018
Shares 5,150 Value ($000) $1,487 Avg Close — Range —
Q1 2018
Shares 5,237 Value ($000) $1,257 Avg Close — Range —
Q4 2017
Shares 4,108 Value ($000) $960 Avg Close — Range —
Q3 2017
Shares 4,624 Value ($000) $865 Avg Close — Range —
Q2 2017
Shares 4,733 Value ($000) $832 Avg Close — Range —
Q1 2017
Shares 5,869 Value ($000) $1,092 Avg Close — Range —
Q4 2016
Shares 6,228 Value ($000) $1,069 Avg Close — Range —
Q3 2016
Shares 6,732 Value ($000) $744 Avg Close — Range —
Q2 2016
Shares 5,414 Value ($000) $515 Avg Close — Range —
Q1 2016
Shares 7,306 Value ($000) $746 Avg Close — Range —
Q4 2015
Shares 7,287 Value ($000) $866 Avg Close — Range —
Q3 2015
Shares 7,468 Value ($000) $863 Avg Close — Range —
Q1 2015
Shares 1,203 Value ($000) $153 Avg Close — Range —
Q4 2014
Shares 1,203 Value ($000) $140 Avg Close — Range —
Q3 2014
Shares 60 Value ($000) $7 Avg Close — Range —
Q2 2014
Shares 428 Value ($000) $50 Avg Close — Range —
Q4 2013
Shares 137 Value ($000) $14 Avg Close — Range —
Q3 2013
Shares 137 Value ($000) $12 Avg Close — Range —
Q2 2013
Shares 137 Value ($000) $11 Avg Close — Range —