Lord & Richards Wealth Management’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-17,671	Closed	-$585K	–	90
2025 Q1	$585K	Sell	17,671 -14,940	-46%	-$495K	0.66%	42
2024 Q4	$1.1M	Buy	+32,611	New	+$1.1M	2.32%	9