ZIONS BANCORPORATION N A

Ticker: ZION CUSIP: 989701107 Class: COM

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025

Shares 30,387 Value ($000) $1,779 Avg Close $54.46 Range $46.19 - $60.77

Q3 2025

Shares 28,930 Value ($000) $1,637 Avg Close $55.64 Range $50.66 - $59.40

Q2 2025

Shares 27,600 Value ($000) $1,434 Avg Close $46.91 Range $39.32 - $52.32

Q1 2025

Shares 35,330 Value ($000) $1,762 Avg Close $53.85 Range $46.19 - $59.45

Q4 2024

Shares 18,879 Value ($000) $1,024 Avg Close $54.79 Range $44.96 - $63.22

Q3 2024

Shares 18,716 Value ($000) $884 Avg Close $47.34 Range $42.33 - $53.32

Q2 2024

Shares 20,062 Value ($000) $870 Avg Close $42.20 Range $39.05 - $45.54

Q1 2024

Shares 19,676 Value ($000) $854 Avg Close $41.24 Range $37.76 - $45.33

Q4 2023

Shares 19,251 Value ($000) $845 Avg Close $36.12 Range $28.90 - $46.15

Q3 2023

Shares 18,218 Value ($000) $636 Avg Close $34.87 Range $26.69 - $39.64

Q2 2023

Shares 18,195 Value ($000) $489 Avg Close $27.74 Range $18.26 - $33.13

Q1 2023

Shares 16,571 Value ($000) $496 Avg Close $45.76 Range $22.55 - $55.20

Q4 2022

Shares 15,283 Value ($000) $751 Avg Close $50.03 Range $45.21 - $56.10

Q3 2022

Shares 11,150 Value ($000) $567 Avg Close $54.69 Range $47.92 - $59.75

Q2 2022

Shares 11,260 Value ($000) $573 Avg Close $56.83 Range $49.94 - $67.25

Q1 2022

Shares 10,985 Value ($000) $720 Avg Close $68.41 Range $59.49 - $75.44

Q4 2021

Shares 7,940 Value ($000) $501 Avg Close $63.85 Range $58.18 - $68.25

Q3 2021

Shares 8,148 Value ($000) $504 Avg Close $54.94 Range $47.06 - $64.00

Q2 2021

Shares 6,721 Value ($000) $355 Avg Close $56.00 Range $49.79 - $60.65

Q1 2021

Shares 17,259 Value ($000) $949 Avg Close $51.49 Range $42.12 - $60.22

Q4 2020

Shares 19,180 Value ($000) $833 Avg Close $36.98 Range $28.57 - $44.30

Q3 2020

Shares 24,681 Value ($000) $721 Avg Close $32.23 Range $27.55 - $36.51

Q2 2020

Shares 24,107 Value ($000) $820 Avg Close $31.66 Range $24.41 - $40.97

Q1 2020

Shares 31,022 Value ($000) $830 Avg Close $41.19 Range $23.58 - $52.48

Q4 2019

Shares 30,851 Value ($000) $1,602 Avg Close $48.54 Range $41.61 - $52.08

Q3 2019

Shares 32,553 Value ($000) $1,449 Avg Close $43.22 Range $39.11 - $46.81

Q2 2019

Shares 32,349 Value ($000) $1,487 Avg Close $46.26 Range $42.80 - $50.20

Q1 2019

Shares 45,065 Value ($000) $2,046 Avg Close $47.71 Range $40.03 - $51.81

Q4 2018

Shares 45,872 Value ($000) $1,869 Avg Close $46.61 Range $38.08 - $52.26

Q3 2018

Shares 73,275 Value ($000) $3,675 Avg Close $52.80 Range $49.79 - $54.99

Q2 2018

Shares 24,439 Value ($000) $1,288 Avg Close $55.19 Range $50.84 - $59.19

Q1 2018

Shares 24,082 Value ($000) $1,270 Avg Close $53.82 Range $49.76 - $57.29

Q4 2017

Shares 24,494 Value ($000) $1,245 Avg Close $47.89 Range $43.50 - $52.20

Q3 2017

Shares 28,288 Value ($000) $1,335 Avg Close $44.50 Range $41.23 - $47.70

Q2 2017

Shares 28,728 Value ($000) $1,261 Avg Close $41.18 Range $38.43 - $44.85

Q1 2017

Shares 28,167 Value ($000) $1,183 Avg Close $43.44 Range $39.09 - $48.33

Q4 2016

Shares 26,602 Value ($000) $1,145 Avg Close $36.84 Range $30.07 - $44.15

Q3 2016

Shares 26,055 Value ($000) $808 Avg Close $28.41 Range $23.02 - $31.35

Q2 2016

Shares 821 Value ($000) $21 Avg Close $26.53 Range $23.14 - $29.46

Q1 2016

Shares 821 Value ($000) $20 Avg Close $23.00 Range $19.65 - $26.91

Q4 2015

Shares 638 Value ($000) $17 Avg Close $28.71 Range $26.22 - $31.18

Q3 2015

Shares 833 Value ($000) $23 Avg Close $29.65 Range $26.42 - $32.42

Q1 2015

Shares 1,199 Value ($000) $32 Avg Close $26.18 Range $23.72 - $28.72

Q4 2014

Shares 1,645 Value ($000) $47 Avg Close $28.21 Range $25.02 - $29.93

Q3 2014

Shares 2,204 Value ($000) $64 Avg Close $29.03 Range $27.44 - $30.89

Q2 2014

Shares 2,442 Value ($000) $72 Avg Close $29.40 Range $27.65 - $31.87

Q1 2014

Shares 3,060 Value ($000) $95 Avg Close $30.38 Range $27.82 - $33.33

Q4 2013

Shares 3,060 Value ($000) $92 Avg Close $28.78 Range $26.89 - $30.13

Q3 2013

Shares 2,920 Value ($000) $80 Avg Close $29.19 Range $26.79 - $31.40

Q2 2013

Shares 2,091 Value ($000) $60 Avg Close $26.15 Range $23.10 - $29.41

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	30,387	$1,779	$54.46	$46.19 - $60.77
Q3 2025	28,930	$1,637	$55.64	$50.66 - $59.40
Q2 2025	27,600	$1,434	$46.91	$39.32 - $52.32
Q1 2025	35,330	$1,762	$53.85	$46.19 - $59.45
Q4 2024	18,879	$1,024	$54.79	$44.96 - $63.22
Q3 2024	18,716	$884	$47.34	$42.33 - $53.32
Q2 2024	20,062	$870	$42.20	$39.05 - $45.54
Q1 2024	19,676	$854	$41.24	$37.76 - $45.33
Q4 2023	19,251	$845	$36.12	$28.90 - $46.15
Q3 2023	18,218	$636	$34.87	$26.69 - $39.64
Q2 2023	18,195	$489	$27.74	$18.26 - $33.13
Q1 2023	16,571	$496	$45.76	$22.55 - $55.20
Q4 2022	15,283	$751	$50.03	$45.21 - $56.10
Q3 2022	11,150	$567	$54.69	$47.92 - $59.75
Q2 2022	11,260	$573	$56.83	$49.94 - $67.25
Q1 2022	10,985	$720	$68.41	$59.49 - $75.44
Q4 2021	7,940	$501	$63.85	$58.18 - $68.25
Q3 2021	8,148	$504	$54.94	$47.06 - $64.00
Q2 2021	6,721	$355	$56.00	$49.79 - $60.65
Q1 2021	17,259	$949	$51.49	$42.12 - $60.22
Q4 2020	19,180	$833	$36.98	$28.57 - $44.30
Q3 2020	24,681	$721	$32.23	$27.55 - $36.51
Q2 2020	24,107	$820	$31.66	$24.41 - $40.97
Q1 2020	31,022	$830	$41.19	$23.58 - $52.48
Q4 2019	30,851	$1,602	$48.54	$41.61 - $52.08
Q3 2019	32,553	$1,449	$43.22	$39.11 - $46.81
Q2 2019	32,349	$1,487	$46.26	$42.80 - $50.20
Q1 2019	45,065	$2,046	$47.71	$40.03 - $51.81
Q4 2018	45,872	$1,869	$46.61	$38.08 - $52.26
Q3 2018	73,275	$3,675	$52.80	$49.79 - $54.99
Q2 2018	24,439	$1,288	$55.19	$50.84 - $59.19
Q1 2018	24,082	$1,270	$53.82	$49.76 - $57.29
Q4 2017	24,494	$1,245	$47.89	$43.50 - $52.20
Q3 2017	28,288	$1,335	$44.50	$41.23 - $47.70
Q2 2017	28,728	$1,261	$41.18	$38.43 - $44.85
Q1 2017	28,167	$1,183	$43.44	$39.09 - $48.33
Q4 2016	26,602	$1,145	$36.84	$30.07 - $44.15
Q3 2016	26,055	$808	$28.41	$23.02 - $31.35
Q2 2016	821	$21	$26.53	$23.14 - $29.46
Q1 2016	821	$20	$23.00	$19.65 - $26.91
Q4 2015	638	$17	$28.71	$26.22 - $31.18
Q3 2015	833	$23	$29.65	$26.42 - $32.42
Q1 2015	1,199	$32	$26.18	$23.72 - $28.72
Q4 2014	1,645	$47	$28.21	$25.02 - $29.93
Q3 2014	2,204	$64	$29.03	$27.44 - $30.89
Q2 2014	2,442	$72	$29.40	$27.65 - $31.87
Q1 2014	3,060	$95	$30.38	$27.82 - $33.33
Q4 2013	3,060	$92	$28.78	$26.89 - $30.13
Q3 2013	2,920	$80	$29.19	$26.79 - $31.40
Q2 2013	2,091	$60	$26.15	$23.10 - $29.41