Holistic Planning’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.51M	Buy	38,126 +19,932	+110%	+$789K	0.43%	45
2025 Q1	$686K	Hold	18,194	–	–	0.23%	79
2024 Q4	$694K	Hold	18,194	–	–	0.25%	76
2024 Q3	$679K	Buy	+18,194	New	+$679K	0.29%	70