ZIONS BANCORPORATION N A

Ticker: ZION CUSIP: 989701107 Class: COM

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 12,379 Value ($000) $725 Avg Close $54.46 Range $46.19 - $60.77
Q3 2025
Shares 9,770 Value ($000) $553 Avg Close $55.64 Range $50.66 - $59.40
Q2 2025
Shares 9,718 Value ($000) $505 Avg Close $46.91 Range $39.32 - $52.32
Q4 2024
Shares 8,747 Value ($000) $475 Avg Close $54.79 Range $44.96 - $63.22
Q3 2024
Shares 8,628 Value ($000) $407 Avg Close $47.34 Range $42.33 - $53.32
Q2 2024
Shares 9,118 Value ($000) $395 Avg Close $42.20 Range $39.05 - $45.54
Q1 2024
Shares 9,402 Value ($000) $408 Avg Close $41.24 Range $37.76 - $45.33
Q4 2023
Shares 5,857 Value ($000) $241 Avg Close $36.12 Range $28.90 - $46.15
Q3 2023
Shares 5,286 Value ($000) $176 Avg Close $34.87 Range $26.69 - $39.64
Q2 2023
Shares 16,125 Value ($000) $433 Avg Close $27.74 Range $18.26 - $33.13
Q1 2023
Shares 11,863 Value ($000) $269 Avg Close $45.76 Range $22.55 - $55.20
Q4 2022
Shares 183 Value ($000) $9 Avg Close $50.03 Range $45.21 - $56.10
Q3 2022
Shares 108 Value ($000) $6 Avg Close $54.69 Range $47.92 - $59.75
Q2 2022
Shares 95 Value ($000) $5 Avg Close $56.83 Range $49.94 - $67.25
Q1 2022
Shares 120 Value ($000) $6 Avg Close $68.41 Range $59.49 - $75.44
Q3 2021
Shares 75 Value ($000) $5 Avg Close $54.94 Range $47.06 - $64.00
Q2 2021
Shares 75 Value ($000) $4 Avg Close $56.00 Range $49.79 - $60.65
Q1 2021
Shares 75 Value ($000) $4 Avg Close $51.49 Range $42.12 - $60.22
Q4 2020
Shares 75 Value ($000) $3 Avg Close $36.98 Range $28.57 - $44.30
Q3 2020
Shares 75 Value ($000) $2 Avg Close $32.23 Range $27.55 - $36.51
Q2 2020
Shares 75 Value ($000) $3 Avg Close $31.66 Range $24.41 - $40.97
Q1 2020
Shares 75 Value ($000) $2 Avg Close $41.19 Range $23.58 - $52.48
Q4 2019
Shares 75 Value ($000) $4 Avg Close $48.54 Range $41.61 - $52.08
Q3 2019
Shares 148 Value ($000) $7 Avg Close $43.22 Range $39.11 - $46.81
Q2 2019
Shares 148 Value ($000) $7 Avg Close $46.26 Range $42.80 - $50.20
Q1 2019
Shares 148 Value ($000) $7 Avg Close $47.71 Range $40.03 - $51.81
Q4 2018
Shares 73 Value ($000) $3 Avg Close $46.61 Range $38.08 - $52.26
Q3 2018
Shares 118 Value ($000) $6 Avg Close $52.80 Range $49.79 - $54.99
Q2 2018
Shares 118 Value ($000) $6 Avg Close $55.19 Range $50.84 - $59.19
Q1 2018
Shares 118 Value ($000) $6 Avg Close $53.82 Range $49.76 - $57.29
Q4 2017
Shares 118 Value ($000) $6 Avg Close $47.89 Range $43.50 - $52.20
Q2 2017
Shares 82 Value ($000) $4 Avg Close $41.18 Range $38.43 - $44.85
Q1 2017
Shares 277 Value ($000) $12 Avg Close $43.44 Range $39.09 - $48.33
Q4 2016
Shares 277 Value ($000) $12 Avg Close $36.84 Range $30.07 - $44.15