UMB FINL CORP

Ticker: UMBF CUSIP: 902788108 Class: EQTY

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

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

Q4 2025

Shares 1,986 Value ($000) $228 Avg Close $113.28 Range $103.38 - $121.89

Q3 2025

Shares 2,240 Value ($000) $265 Avg Close $115.25 Range $103.07 - $126.14

Q2 2025

Shares 2,240 Value ($000) $236 Avg Close $99.71 Range $82.00 - $109.46

Q1 2025

Shares 2,703 Value ($000) $273 Avg Close $110.25 Range $94.90 - $124.27

Q3 2018

Shares 1,055 Value ($000) $75 Avg Close $75.11 Range $70.16 - $80.39

Q1 2018

Shares 1,273 Value ($000) $92 Avg Close $74.91 Range $70.71 - $78.27

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,986	$228	$113.28	$103.38 - $121.89
Q3 2025	2,240	$265	$115.25	$103.07 - $126.14
Q2 2025	2,240	$236	$99.71	$82.00 - $109.46
Q1 2025	2,703	$273	$110.25	$94.90 - $124.27
Q3 2018	1,055	$75	$75.11	$70.16 - $80.39
Q1 2018	1,273	$92	$74.91	$70.71 - $78.27