Creative Planning’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-36,186	Closed	-$106K	–	3934
2025 Q3	$106K	Buy	+36,186	New	+$108K	﹤0.01%	3662
2024 Q1	–	Sell	-10,276	Closed	-$32.2K	–	2942
2023 Q4	$32.2K	Buy	+10,276	New	+$28.2K	﹤0.01%	2675
2017 Q3	–	Sell	-3,740	Closed	-$13K	–	2204
2017 Q2	$13K	Hold	3,740	–	–	﹤0.01%	3446
2017 Q1	$12K	Hold	3,740	–	–	﹤0.01%	3464
2016 Q4	$12K	Hold	3,740	–	–	﹤0.01%	3406
2016 Q3	$12K	Hold	3,740	–	–	﹤0.01%	3377
2016 Q2	$11K	Hold	3,740	–	–	﹤0.01%	3166
2016 Q1	$11K	Hold	3,740	–	–	﹤0.01%	3151
2015 Q4	$10K	Hold	3,740	–	–	﹤0.01%	3286
2015 Q3	$11K	Buy	+3,740	New	+$11.1K	﹤0.01%	3131
2015 Q2	–	Sell	-3,740	Closed	-$12K	–	1424
2015 Q1	$12K	Sell	3,740 -650	-15%	-$2.1K	﹤0.01%	3071
2014 Q4	$14K	Buy	4,390 +500	+13%	+$1.68K	﹤0.01%	2899
2014 Q3	$13K	Hold	3,890	–	–	﹤0.01%	2787
2014 Q2	$14K	Hold	3,890	–	–	﹤0.01%	2693
2014 Q1	$14K	Buy	3,890 +2,739	+238%	+$9.88K	﹤0.01%	2578
2013 Q4	$4K	Hold	1,151	–	–	﹤0.01%	2902
2013 Q3	$4K	Hold	1,151	–	–	﹤0.01%	2790
2013 Q2	$4K	Buy	+1,151	New	+$4.65K	﹤0.01%	2613