Lord & Richards Wealth Management’s AllianzIM U.S. Large Cap Buffer10 Oct ETF OCTT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,805	Closed	-$67.2K	–	128
2025 Q1	$67.2K	Sell	1,805 -4,446	-71%	-$165K	0.08%	84
2024 Q4	$239K	Buy	+6,251	New	+$239K	0.5%	61