WealthPlan Investment Management’s NuScale Power SMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-550	Closed	-$5K	–	451
2023 Q1	$5K	Buy	+550	New	+$5K	﹤0.01%	370