UNIVEST FINANCIAL CORPORATIO

Ticker: UVSP CUSIP: 915271100 Class: Common Stock

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 75,509 Value ($000) $2,472 Avg Close $31.32 Range $28.04 - $35.65
Q3 2025
Shares 71,037 Value ($000) $2,133 Avg Close $30.71 Range $27.91 - $32.86
Q2 2025
Shares 71,105 Value ($000) $2,136 Avg Close $29.11 Range $22.83 - $31.78
Q1 2025
Shares 57,166 Value ($000) $1,621 Avg Close $29.59 Range $27.11 - $31.79
Q4 2024
Shares 60,893 Value ($000) $1,797 Avg Close $29.72 Range $25.92 - $32.75
Q3 2024
Shares 54,132 Value ($000) $1,523 Avg Close $26.66 Range $21.73 - $29.49
Q2 2024
Shares 40,220 Value ($000) $918 Avg Close $21.13 Range $18.41 - $23.10
Q1 2024
Shares 32,988 Value ($000) $687 Avg Close $20.32 Range $19.11 - $22.34
Q4 2023
Shares 31,364 Value ($000) $691 Avg Close $18.73 Range $16.10 - $22.49
Q3 2023
Shares 12,829 Value ($000) $223 Avg Close $18.41 Range $16.86 - $20.75
Q2 2023
Shares 13,368 Value ($000) $242 Avg Close $19.59 Range $16.11 - $24.46
Q4 2017
Shares 15,953 Value ($000) $447 Avg Close $29.58 Range $27.60 - $32.25
Q3 2017
Shares 15,953 Value ($000) $510 Avg Close $29.85 Range $27.60 - $32.35
Q2 2017
Shares 15,953 Value ($000) $478 Avg Close $28.69 Range $25.65 - $30.75
Q1 2017
Shares 15,953 Value ($000) $413 Avg Close $28.04 Range $25.75 - $31.15
Q4 2016
Shares 15,953 Value ($000) $493 Avg Close $26.66 Range $22.76 - $31.50
Q3 2016
Shares 15,953 Value ($000) $373 Avg Close $22.30 Range $19.97 - $23.79
Q4 2015
Shares 1,000 Value ($000) $21 Avg Close $20.22 Range $18.77 - $21.19
Q3 2015
Shares 1,000 Value ($000) $19 Avg Close $19.69 Range $18.55 - $20.88
Q1 2015
Shares 1,000 Value ($000) $20 Avg Close $19.25 Range $18.31 - $20.61