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Center for Financial Planning, Inc.
> FISV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | FISERV INC | FISV | 2,227 | 435 | 280,937,000 | 99,820,000 | $126,150.43 |
| 12/31/2022 | FISERV INC | FISV | 1,792 | 1,792 | 181,117,000 | 181,117,000 | $101,069.75 |
| 09/30/2022 | FISERV INC | FISV | 0 | -9 | 0 | -1,000 | |
| 06/30/2022 | FISERV INC | FISV | 9 | 0 | 1,000 | 0 | $111.11 |
| 03/31/2022 | FISERV INC | FISV | 9 | 0 | 1,000 | 0 | $111.11 |
| 12/31/2021 | FISERV INC | FISV | 9 | 9 | 1,000 | 1,000 | $111.11 |
| 06/30/2021 | FISERV INC | FISV | 0 | -275 | 0 | -33,000 | |
| 03/31/2021 | FISERV INC | FISV | 275 | 275 | 33,000 | 33,000 | $120.00 |
| 06/30/2020 | FISERV INC | FISV | 0 | -100 | 0 | -9,000 | |
| 03/31/2020 | FISERV INC | FISV | 100 | 100 | 9,000 | 9,000 | $90.00 |
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