Creative Planning’s F&G Annuities & Life FG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,997	Closed	-$288K	–	3636
2025 Q1	$288K	Buy	+7,997	New	+$288K	﹤0.01%	2786
2023 Q4	–	Sell	-24	Closed	-$664	–	2820
2023 Q3	$664	Buy	+24	New	+$664	﹤0.01%	2775