Lord & Richards Wealth Management’s AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-13,850	Closed	-$437K	–	142
2025 Q1	$437K	Sell	13,850 -921	-6%	-$29.1K	0.5%	48
2024 Q4	$479K	Buy	+14,771	New	+$479K	1.01%	39