Creative Planning 

KS

  SEC # 1540235

        

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1  Owner Relationship  (where the Issuers of the  Creative Planning-owned  securities are...)

        

and there are...  Recent Holdings Reports for this and 1 Related Money Managers

History:  Assets Under Management

As Of			Quarter (Ended)		Holdings Form 13F				Assets (Millions)		Reporting Manager and Related Manager Manager with whom Investment Discretion is Shared
2/14/24			12/31/23				4,406		$53,911,688		KS	Creative Planning
							1,626		$1,487,430		NV	Creative Planning Trust Co. LLC
11/16/23			9/30/23				4,350		$66,028,565		KS	Creative Planning
											and 1 Other Manager
7/21/23			6/30/23				4,003		$75,068		KS	Creative Planning
											and 1 Other Manager
5/15/23			3/31/23				3,692		$69,428		KS	Creative Planning
											and 1 Other Manager
2/10/23			12/31/22				2,614		$66,498		KS	Creative Planning
11/3/22			9/30/22				2,446		$57,822		KS	Creative Planning
8/15/22			6/30/22				2,412		$60,695		KS	Creative Planning
5/16/22			3/31/22				2,474		$64,569		KS	Creative Planning

        

No  Issuer Relationships  (where the Owners of the  Creative Planning  securities are...)

        

No  Insider & Control Relationships  (Directors & Officers, Owners, Parent / Subs., et al.)

        

No  Joint-Filer Relationships  (Co-Filer Registrants:  Partners, Affiliates, et al.)

        

No  Group-Member Relationships  (Co-Filer Non-Registrants:  Partners, Affiliates, et al.)

        

Filing Agent Relationships  (SEC Filing Agents, Attorneys, Printers, et al. — Affiliates:  Directors & Officers, et al.)

3  Filing Agents and/or Registrants have submitted Filings for  Creative Planning:

Latest Filing				Filing Agentª, Registrant or SEC — SEC #			Filings
		Type
2/14/24		13F-HR			No Filing Agent:  Self-filed — 1540235		1
11/16/23		13F-HR		NY	Blu Giant, LLC/FA — 1580642		38
10/10/14		13F-HR		NY	Gemini Fund Services, LLC. — 910472		12
Total:							51
__________  ª  Proprietary to SEC Info℠:  The SEC does not publish the names of SEC Filing Agents.