INVESCO LTD

Ticker: IVZ CUSIP: G491BT108 Class: COM

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

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

Q4 2025

Shares 8,187 Value ($000) $215 Avg Close $24.32 Range $20.49 - $27.48

Q3 2018

Shares 1,383 Value ($000) $32 Avg Close $17.49 Range $15.97 - $19.19

Q1 2018

Shares 1,467 Value ($000) $47 Avg Close $23.62 Range $21.10 - $26.21

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	8,187	$215	$24.32	$20.49 - $27.48
Q3 2018	1,383	$32	$17.49	$15.97 - $19.19
Q1 2018	1,467	$47	$23.62	$21.10 - $26.21