Holistic Planning’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

Holistic Planning’s Portfolio GSEP Stock Details GSEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$667K	Buy
2025 Q1	$561K	Sell
2024 Q4	$574K	Buy
2024 Q3	$459K	Buy
2024 Q2	$404K	Hold
2024 Q1	$404K	Hold
2023 Q4	$387K	Buy