Cerity Partners’s Anaplan, Inc. PLAN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-11,831	Closed	-$620K	–	541
2019 Q4	$620K	Buy	11,831 +5,481	+86%	+$287K	0.03%	304
2019 Q3	$298K	Buy	+6,350	New	+$298K	0.02%	392