EP
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Essential Planning’s Citigroup C Stock Holding History

Essential Planning’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,490
Closed -$639K – 103
2024
Q4 		$639K Buy
+9,490
New +$639K ﹤0.01% 255