Cornerstone Planning Group’s AllianzIM U.S. Large Cap Buffer20 Oct ETF OCTW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-21	Closed	-$725	–	1645
2025 Q1	$725	Buy	+21	New	+$725	﹤0.01%	1202