Total Wealth Planning & Management’s NuScale Power SMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$522K	Sell	13,200 -1,350	-9%	-$53.4K	0.42%	74
2025 Q1	$206K	Sell	14,550 -3,500	-19%	-$49.6K	0.2%	151
2024 Q4	$324K	Buy	+18,050	New	+$324K	0.29%	105