Holistic Planning’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

Holistic Planning’s Portfolio GDEC Stock Details GDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$685K	Hold
2025 Q2	$656K	Buy
2025 Q1	$552K	Buy
2024 Q4	$529K	Buy
2024 Q3	–	Sell
2024 Q2	$204K	Hold
2024 Q1	$204K	Buy