Total Wealth Planning & Management’s C3.ai AI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,847	Closed	-$339K	–	174
2024 Q4	$339K	Buy	+9,847	New	+$339K	0.31%	102