Holistic Planning’s FT Vest US Equity Moderate Buffer ETF May GMAY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$374K	Buy	9,560 +1,787	+23%	+$70K	0.11%	149
2025 Q1	$282K	Sell	7,773 -290	-4%	-$10.5K	0.1%	147
2024 Q4	$297K	Hold	8,063	–	–	0.11%	133
2024 Q3	$292K	Buy	+8,063	New	+$292K	0.12%	117