Total Wealth Planning & Management’s Maximus MMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$412K	Buy	5,875 +679	+13%	+$47.7K	0.33%	106
2025 Q1	$354K	Buy	5,196 +1,725	+50%	+$118K	0.34%	101
2024 Q4	$259K	Buy	+3,471	New	+$259K	0.24%	132