TRANSUNION

Ticker: TRU CUSIP: 89400J107 Class: COM

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 29,169 Value ($000) $2,501 Avg Close $82.11 Range $70.10 - $88.80
Q3 2025
Shares 17,546 Value ($000) $1,470 Avg Close $90.58 Range $82.11 - $99.12
Q2 2025
Shares 16,372 Value ($000) $1,441 Avg Close $83.11 Range $66.11 - $92.48
Q1 2025
Shares 16,665 Value ($000) $1,383 Avg Close $90.89 Range $79.42 - $100.65
Q4 2024
Shares 10,384 Value ($000) $963 Avg Close $100.69 Range $90.87 - $112.45
Q3 2024
Shares 11,278 Value ($000) $1,181 Avg Close $89.52 Range $71.44 - $105.99
Q2 2024
Shares 7,842 Value ($000) $582 Avg Close $73.99 Range $65.49 - $80.58
Q1 2024
Shares 6,867 Value ($000) $548 Avg Close $72.57 Range $62.39 - $80.93
Q4 2023
Shares 4,054 Value ($000) $279 Avg Close $60.22 Range $41.59 - $71.78
Q3 2023
Shares 24,168 Value ($000) $1,735 Avg Close $77.41 Range $69.77 - $81.76
Q2 2023
Shares 5,490 Value ($000) $430 Avg Close $68.22 Range $58.66 - $80.50
Q1 2023
Shares 3,831 Value ($000) $238 Avg Close $64.40 Range $56.08 - $76.33
Q4 2021
Shares 1,702 Value ($000) $202 Avg Close $112.10 Range $105.85 - $118.21
Q2 2017
Shares 2,229 Value ($000) $97 Avg Close $39.97 Range $36.31 - $43.30
Q1 2017
Shares 400 Value ($000) $15 Avg Close $33.90 Range $29.66 - $37.39
Q4 2016
Shares 545 Value ($000) $17 Avg Close $30.33 Range $27.90 - $33.28
Q3 2016
Shares 560 Value ($000) $19 Avg Close $32.31 Range $30.46 - $34.53
Q2 2016
Shares 500 Value ($000) $17 Avg Close $29.63 Range $25.55 - $32.51
Q1 2016
Shares 800 Value ($000) $22 Avg Close $24.46 Range $19.71 - $26.99
Q4 2015
Shares 800 Value ($000) $22 Avg Close $24.81 Range $22.30 - $27.09
Q3 2015
Shares 1,000 Value ($000) $25 Avg Close $24.43 Range $22.48 - $26.07