UMB FINL CORP

Ticker: UMBF CUSIP: 902788108 Class: EQTY

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q2 2024

Shares 3,483 Value ($000) $291 Avg Close $82.01 Range $76.00 - $87.21

Q1 2024

Shares 6,097 Value ($000) $530 Avg Close $81.32 Range $76.73 - $87.36

Q4 2023

Shares 75,894 Value ($000) $6,341 Avg Close $70.34 Range $57.91 - $85.36

Q3 2023

Shares 77,781 Value ($000) $4,826 Avg Close $64.95 Range $57.84 - $72.91

Q2 2023

Shares 37,375 Value ($000) $2,276 Avg Close $59.67 Range $50.68 - $68.14

Q1 2023

Shares 59,212 Value ($000) $3,418 Avg Close $81.27 Range $51.28 - $92.68

Q4 2022

Shares 100,700 Value ($000) $9,183 Avg Close $84.02 Range $76.97 - $92.70

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2024	3,483	$291	$82.01	$76.00 - $87.21
Q1 2024	6,097	$530	$81.32	$76.73 - $87.36
Q4 2023	75,894	$6,341	$70.34	$57.91 - $85.36
Q3 2023	77,781	$4,826	$64.95	$57.84 - $72.91
Q2 2023	37,375	$2,276	$59.67	$50.68 - $68.14
Q1 2023	59,212	$3,418	$81.27	$51.28 - $92.68
Q4 2022	100,700	$9,183	$84.02	$76.97 - $92.70