VELOCITY FINL INC

Ticker: VEL CUSIP: 92262D101 Class: Common Stock

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025

Shares 56,956 Value ($000) $1,182 Avg Close $18.78 Range $17.61 - $21.04

Q3 2025

Shares 47,448 Value ($000) $861 Avg Close $18.25 Range $16.19 - $19.36

Q2 2025

Shares 67,244 Value ($000) $1,247 Avg Close $17.52 Range $16.12 - $19.50

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	56,956	$1,182	$18.78	$17.61 - $21.04
Q3 2025	47,448	$861	$18.25	$16.19 - $19.36
Q2 2025	67,244	$1,247	$17.52	$16.12 - $19.50