TORONTO DOMINION BK ONT

Ticker: TD CUSIP: 891160509 Class: COM NEW

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025

Shares 246,193 Value ($000) $23,191 Avg Close $84.44 Range $77.95 - $95.05

Q3 2025

Shares 219,771 Value ($000) $17,571 Avg Close $75.06 Range $72.21 - $82.08

Q2 2025

Shares 191,010 Value ($000) $14,030 Avg Close $65.26 Range $54.87 - $73.52

Q1 2025

Shares 174,110 Value ($000) $10,436 Avg Close $58.22 Range $52.96 - $61.39

Q4 2024

Shares 129,929 Value ($000) $6,917 Avg Close $56.10 Range $51.25 - $64.14

Q3 2024

Shares 144,251 Value ($000) $9,125 Avg Close $59.11 Range $54.16 - $64.91

Q2 2024

Shares 131,372 Value ($000) $7,220 Avg Close $56.62 Range $53.52 - $60.55

Q1 2024

Shares 413,305 Value ($000) $24,955 Avg Close $60.40 Range $57.31 - $65.12

Q4 2023

Shares 424,337 Value ($000) $27,421 Avg Close $59.96 Range $54.69 - $65.08

Q3 2023

Shares 680,539 Value ($000) $41,009 Avg Close $62.34 Range $57.88 - $66.15

Q2 2023

Shares 399,053 Value ($000) $24,745 Avg Close $60.16 Range $56.29 - $63.17

Q1 2023

Shares 395,924 Value ($000) $23,716 Avg Close $64.61 Range $55.43 - $70.67

Q4 2022

Shares 400,793 Value ($000) $25,955 Avg Close $64.60 Range $57.27 - $69.04

Q3 2022

Shares 397,982 Value ($000) $24,408 Avg Close $64.74 Range $58.64 - $69.11

Q2 2022

Shares 376,927 Value ($000) $24,719 Avg Close $72.62 Range $64.19 - $81.47

Q1 2022

Shares 379,320 Value ($000) $30,126 Avg Close $80.57 Range $74.21 - $86.02

Q4 2021

Shares 105,646 Value ($000) $8,101 Avg Close $72.90 Range $66.35 - $77.20

Q3 2021

Shares 102,840 Value ($000) $6,803 Avg Close $66.66 Range $62.82 - $70.87

Q2 2021

Shares 101,314 Value ($000) $7,097 Avg Close $69.96 Range $64.68 - $73.85

Q1 2021

Shares 131,510 Value ($000) $8,576 Avg Close $61.05 Range $56.02 - $67.23

Q4 2020

Shares 136,159 Value ($000) $7,682 Avg Close $50.68 Range $42.90 - $56.98

Q3 2020

Shares 133,729 Value ($000) $6,170 Avg Close $46.56 Range $42.90 - $51.34

Q2 2020

Shares 134,493 Value ($000) $6,000 Avg Close $42.57 Range $37.62 - $49.51

Q1 2020

Shares 140,296 Value ($000) $5,947 Avg Close $51.30 Range $33.74 - $57.50

Q4 2019

Shares 144,092 Value ($000) $8,088 Avg Close $56.71 Range $54.09 - $58.40

Q3 2019

Shares 152,400 Value ($000) $8,879 Avg Close $56.85 Range $53.44 - $59.55

Q2 2019

Shares 151,581 Value ($000) $8,846 Avg Close $56.25 Range $54.43 - $58.68

Q1 2019

Shares 164,439 Value ($000) $8,934 Avg Close $55.28 Range $49.00 - $58.87

Q4 2018

Shares 168,201 Value ($000) $8,363 Avg Close $54.74 Range $47.73 - $61.79

Q3 2018

Shares 160,150 Value ($000) $9,737 Avg Close $59.55 Range $57.02 - $62.00

Q2 2018

Shares 154,712 Value ($000) $8,952 Avg Close $57.22 Range $54.66 - $59.73

Q1 2018

Shares 137,968 Value ($000) $7,844 Avg Close $58.52 Range $55.15 - $61.06

Q4 2017

Shares 102,216 Value ($000) $5,988 Avg Close $57.13 Range $55.73 - $58.76

Q3 2017

Shares 102,486 Value ($000) $5,767 Avg Close $52.50 Range $49.91 - $56.85

Q2 2017

Shares 85,559 Value ($000) $4,310 Avg Close $48.23 Range $45.18 - $50.70

Q1 2017

Shares 82,437 Value ($000) $4,129 Avg Close $51.10 Range $47.95 - $54.44

Q4 2016

Shares 82,517 Value ($000) $4,071 Avg Close $46.74 Range $43.31 - $50.53

Q3 2016

Shares 85,737 Value ($000) $3,807 Avg Close $43.82 Range $41.73 - $45.98

Q2 2016

Shares 31,497 Value ($000) $1,352 Avg Close $43.53 Range $40.99 - $45.74

Q1 2016

Shares 38,143 Value ($000) $1,645 Avg Close $38.60 Range $33.49 - $43.84

Q4 2015

Shares 38,504 Value ($000) $1,508 Avg Close $40.47 Range $38.35 - $42.07

Q3 2015

Shares 36,178 Value ($000) $1,426 Avg Close $39.82 Range $35.93 - $43.05

Q2 2015

Shares 36,876 Value ($000) $1,568 Avg Close $44.78 Range $42.46 - $46.78

Q1 2015

Shares 42,886 Value ($000) $1,838 Avg Close $42.97 Range $39.56 - $47.42

Q4 2014

Shares 41,525 Value ($000) $1,984 Avg Close $48.24 Range $44.22 - $51.04

Q3 2014

Shares 36,106 Value ($000) $1,783 Avg Close $51.90 Range $48.76 - $53.49

Q2 2014

Shares 35,448 Value ($000) $1,822 Avg Close $48.54 Range $46.17 - $51.87

Q1 2014

Shares 33,442 Value ($000) $1,570 Avg Close $45.07 Range $42.62 - $47.08

Q4 2013

Shares 16,053 Value ($000) $1,513 Avg Close $45.50 Range $43.68 - $47.33

Q3 2013

Shares 15,949 Value ($000) $1,435 Avg Close $42.50 Range $39.26 - $45.34

Q2 2013

Shares 8,733 Value ($000) $702 Avg Close $40.27 Range $38.22 - $41.77

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	246,193	$23,191	$84.44	$77.95 - $95.05
Q3 2025	219,771	$17,571	$75.06	$72.21 - $82.08
Q2 2025	191,010	$14,030	$65.26	$54.87 - $73.52
Q1 2025	174,110	$10,436	$58.22	$52.96 - $61.39
Q4 2024	129,929	$6,917	$56.10	$51.25 - $64.14
Q3 2024	144,251	$9,125	$59.11	$54.16 - $64.91
Q2 2024	131,372	$7,220	$56.62	$53.52 - $60.55
Q1 2024	413,305	$24,955	$60.40	$57.31 - $65.12
Q4 2023	424,337	$27,421	$59.96	$54.69 - $65.08
Q3 2023	680,539	$41,009	$62.34	$57.88 - $66.15
Q2 2023	399,053	$24,745	$60.16	$56.29 - $63.17
Q1 2023	395,924	$23,716	$64.61	$55.43 - $70.67
Q4 2022	400,793	$25,955	$64.60	$57.27 - $69.04
Q3 2022	397,982	$24,408	$64.74	$58.64 - $69.11
Q2 2022	376,927	$24,719	$72.62	$64.19 - $81.47
Q1 2022	379,320	$30,126	$80.57	$74.21 - $86.02
Q4 2021	105,646	$8,101	$72.90	$66.35 - $77.20
Q3 2021	102,840	$6,803	$66.66	$62.82 - $70.87
Q2 2021	101,314	$7,097	$69.96	$64.68 - $73.85
Q1 2021	131,510	$8,576	$61.05	$56.02 - $67.23
Q4 2020	136,159	$7,682	$50.68	$42.90 - $56.98
Q3 2020	133,729	$6,170	$46.56	$42.90 - $51.34
Q2 2020	134,493	$6,000	$42.57	$37.62 - $49.51
Q1 2020	140,296	$5,947	$51.30	$33.74 - $57.50
Q4 2019	144,092	$8,088	$56.71	$54.09 - $58.40
Q3 2019	152,400	$8,879	$56.85	$53.44 - $59.55
Q2 2019	151,581	$8,846	$56.25	$54.43 - $58.68
Q1 2019	164,439	$8,934	$55.28	$49.00 - $58.87
Q4 2018	168,201	$8,363	$54.74	$47.73 - $61.79
Q3 2018	160,150	$9,737	$59.55	$57.02 - $62.00
Q2 2018	154,712	$8,952	$57.22	$54.66 - $59.73
Q1 2018	137,968	$7,844	$58.52	$55.15 - $61.06
Q4 2017	102,216	$5,988	$57.13	$55.73 - $58.76
Q3 2017	102,486	$5,767	$52.50	$49.91 - $56.85
Q2 2017	85,559	$4,310	$48.23	$45.18 - $50.70
Q1 2017	82,437	$4,129	$51.10	$47.95 - $54.44
Q4 2016	82,517	$4,071	$46.74	$43.31 - $50.53
Q3 2016	85,737	$3,807	$43.82	$41.73 - $45.98
Q2 2016	31,497	$1,352	$43.53	$40.99 - $45.74
Q1 2016	38,143	$1,645	$38.60	$33.49 - $43.84
Q4 2015	38,504	$1,508	$40.47	$38.35 - $42.07
Q3 2015	36,178	$1,426	$39.82	$35.93 - $43.05
Q2 2015	36,876	$1,568	$44.78	$42.46 - $46.78
Q1 2015	42,886	$1,838	$42.97	$39.56 - $47.42
Q4 2014	41,525	$1,984	$48.24	$44.22 - $51.04
Q3 2014	36,106	$1,783	$51.90	$48.76 - $53.49
Q2 2014	35,448	$1,822	$48.54	$46.17 - $51.87
Q1 2014	33,442	$1,570	$45.07	$42.62 - $47.08
Q4 2013	16,053	$1,513	$45.50	$43.68 - $47.33
Q3 2013	15,949	$1,435	$42.50	$39.26 - $45.34
Q2 2013	8,733	$702	$40.27	$38.22 - $41.77