Creative Planning’s YODLEE INC COMMON STOCK YDLE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-7,062	Closed	-$114K	–	4650
2015 Q3	$114K	Buy	+7,062	New	+$114K	﹤0.01%	1510
2015 Q2	–	Sell	-100	Closed	-$1K	–	3819
2015 Q1	$1K	Sell	100 -400	-80%	-$4K	﹤0.01%	4004
2014 Q4	$6K	Buy	+500	New	+$6K	﹤0.01%	3390