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Ticker: ZM CUSIP: 98980L101 Class: EQTY

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025

Shares 185,690 Value ($000) $16,023 Avg Close $84.17 Range $77.42 - $91.42

Q3 2025

Shares 98,764 Value ($000) $8,148 Avg Close $78.02 Range $69.15 - $87.67

Q2 2025

Shares 51,614 Value ($000) $4,025 Avg Close $77.31 Range $64.41 - $85.07

Q1 2025

Shares 42,836 Value ($000) $3,160 Avg Close $79.69 Range $71.66 - $88.90

Q4 2024

Shares 39,382 Value ($000) $3,214 Avg Close $78.62 Range $66.87 - $92.80

Q3 2024

Shares 34,522 Value ($000) $2,408 Avg Close $62.51 Range $55.06 - $72.36

Q2 2024

Shares 29,126 Value ($000) $1,724 Avg Close $61.43 Range $55.63 - $67.04

Q1 2024

Shares 32,264 Value ($000) $2,109 Avg Close $66.65 Range $60.14 - $71.50

Q4 2023

Shares 27,747 Value ($000) $1,995 Avg Close $66.13 Range $58.87 - $74.77

Q3 2023

Shares 29,476 Value ($000) $2,062 Avg Close $69.41 Range $63.59 - $75.91

Q2 2023

Shares 26,281 Value ($000) $1,784 Avg Close $66.86 Range $60.45 - $74.41

Q1 2023

Shares 25,839 Value ($000) $1,908 Avg Close $72.05 Range $64.46 - $85.13

Q4 2022

Shares 27,414 Value ($000) $1,857 Avg Close $75.96 Range $63.55 - $89.67

Q3 2022

Shares 27,116 Value ($000) $1,995 Avg Close $95.21 Range $72.96 - $124.05

Q2 2022

Shares 30,052 Value ($000) $3,245 Avg Close $105.46 Range $79.03 - $126.44

Q1 2022

Shares 39,769 Value ($000) $4,662 Avg Close $136.00 Range $94.51 - $184.91

Q4 2021

Shares 54,369 Value ($000) $9,999 Avg Close $235.14 Range $174.66 - $291.31

Q3 2021

Shares 59,059 Value ($000) $15,444 Avg Close $337.16 Range $255.25 - $406.48

Q2 2021

Shares 60,281 Value ($000) $23,331 Avg Close $333.04 Range $273.20 - $395.44

Q1 2021

Shares 68,280 Value ($000) $21,938 Avg Close $368.06 Range $302.32 - $451.77

Q4 2020

Shares 65,027 Value ($000) $21,935 Avg Close $445.83 Range $336.10 - $588.84

Q3 2020

Shares 81,596 Value ($000) $38,359 Avg Close $319.79 Range $230.00 - $529.74

Q2 2020

Shares 55,833 Value ($000) $14,156 Avg Close $179.93 Range $108.53 - $261.62

Q1 2020

Shares 174,837 Value ($000) $25,547 Avg Close $98.68 Range $65.81 - $164.94

Q4 2019

Shares 1,260,596 Value ($000) $85,771 Avg Close $68.82 Range $60.97 - $78.49

Q3 2019

Shares 2,794 Value ($000) $213 Avg Close $90.08 Range $74.29 - $104.49

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	185,690	$16,023	$84.17	$77.42 - $91.42
Q3 2025	98,764	$8,148	$78.02	$69.15 - $87.67
Q2 2025	51,614	$4,025	$77.31	$64.41 - $85.07
Q1 2025	42,836	$3,160	$79.69	$71.66 - $88.90
Q4 2024	39,382	$3,214	$78.62	$66.87 - $92.80
Q3 2024	34,522	$2,408	$62.51	$55.06 - $72.36
Q2 2024	29,126	$1,724	$61.43	$55.63 - $67.04
Q1 2024	32,264	$2,109	$66.65	$60.14 - $71.50
Q4 2023	27,747	$1,995	$66.13	$58.87 - $74.77
Q3 2023	29,476	$2,062	$69.41	$63.59 - $75.91
Q2 2023	26,281	$1,784	$66.86	$60.45 - $74.41
Q1 2023	25,839	$1,908	$72.05	$64.46 - $85.13
Q4 2022	27,414	$1,857	$75.96	$63.55 - $89.67
Q3 2022	27,116	$1,995	$95.21	$72.96 - $124.05
Q2 2022	30,052	$3,245	$105.46	$79.03 - $126.44
Q1 2022	39,769	$4,662	$136.00	$94.51 - $184.91
Q4 2021	54,369	$9,999	$235.14	$174.66 - $291.31
Q3 2021	59,059	$15,444	$337.16	$255.25 - $406.48
Q2 2021	60,281	$23,331	$333.04	$273.20 - $395.44
Q1 2021	68,280	$21,938	$368.06	$302.32 - $451.77
Q4 2020	65,027	$21,935	$445.83	$336.10 - $588.84
Q3 2020	81,596	$38,359	$319.79	$230.00 - $529.74
Q2 2020	55,833	$14,156	$179.93	$108.53 - $261.62
Q1 2020	174,837	$25,547	$98.68	$65.81 - $164.94
Q4 2019	1,260,596	$85,771	$68.82	$60.97 - $78.49
Q3 2019	2,794	$213	$90.08	$74.29 - $104.49