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Center for Financial Planning, Inc.
> CZWI
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Citizens Community Bancorp Inc. | CZWI | 1,000 | 0 | 8,851,000 | -3,179,000 | $8,851.00 |
| 12/31/2022 | Citizens Community Bancorp Inc. | CZWI | 1,000 | 0 | 12,030,000 | 12,018,000 | $12,030.00 |
| 09/30/2022 | Citizens Community Bancorp Inc. | CZWI | 1,000 | 0 | 12,000 | -2,000 | $12.00 |
| 06/30/2022 | Citizens Community Bancorp Inc. | CZWI | 1,000 | 0 | 14,000 | -1,000 | $14.00 |
| 03/31/2022 | Citizens Community Bancorp Inc. | CZWI | 1,000 | 0 | 15,000 | 1,000 | $15.00 |
| 12/31/2021 | Citizens Community Bancorp Inc. | CZWI | 1,000 | 0 | 14,000 | 0 | $14.00 |
| 09/30/2021 | Citizens Community Bancorp Inc. | CZWI | 1,000 | 0 | 14,000 | 0 | $14.00 |
| 06/30/2021 | Citizens Community Bancorp Inc. | CZWI | 1,000 | 0 | 14,000 | 2,000 | $14.00 |
| 03/31/2021 | Citizens Community Bancorp Inc. | CZWI | 1,000 | 0 | 12,000 | 1,000 | $12.00 |
| 12/31/2020 | Citizens Community Bancorp Inc. | CZWI | 1,000 | 0 | 11,000 | 4,000 | $11.00 |
| 09/30/2020 | Citizens Community Bancorp Inc. | CZWI | 1,000 | 0 | 7,000 | 0 | $7.00 |
| 06/30/2020 | Citizens Community Bancorp Inc. | CZWI | 1,000 | 0 | 7,000 | 1,000 | $7.00 |
| 03/31/2020 | Citizens Community Bancorp Inc. | CZWI | 1,000 | 1,000 | 6,000 | 6,000 | $6.00 |
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