SUMMIT ST BK SANTA ROSA CALI

Ticker: SSBI CUSIP: 866264203 Class: COM

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025

Shares 13,750 Value ($000) $160 Avg Close $11.32 Range $10.35 - $12.07

Q3 2025

Shares 13,750 Value ($000) $164 Avg Close $11.79 Range $10.05 - $12.60

Q2 2025

Shares 13,750 Value ($000) $149 Avg Close $9.29 Range $7.50 - $10.91

Q1 2025

Shares 13,750 Value ($000) $127 Avg Close $7.99 Range $6.95 - $10.00

Q4 2024

Shares 13,750 Value ($000) $105 Avg Close $7.31 Range $5.68 - $8.52

Q3 2024

Shares 13,750 Value ($000) $116 Avg Close $8.95 Range $7.74 - $10.87

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	13,750	$160	$11.32	$10.35 - $12.07
Q3 2025	13,750	$164	$11.79	$10.05 - $12.60
Q2 2025	13,750	$149	$9.29	$7.50 - $10.91
Q1 2025	13,750	$127	$7.99	$6.95 - $10.00
Q4 2024	13,750	$105	$7.31	$5.68 - $8.52
Q3 2024	13,750	$116	$8.95	$7.74 - $10.87