WealthPlan Investment Management’s AllianzIM U.S. Large Cap Buffer20 Sep ETF SEPW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,840	Closed	-$281K	–	277
2024 Q3	$281K	Buy	+9,840	New	+$281K	0.03%	214