Spire Wealth Management’s AllianzIM U.S. Large Cap Buffer20 Dec ETF DECW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.85M	Sell	58,581 -24,973	-30%	-$789K	0.07%	249
2025 Q1	$2.5M	Sell	83,554 -6,102	-7%	-$183K	0.08%	238
2024 Q4	$2.73M	Buy	+89,656	New	+$2.73M	0.08%	205