WealthPLAN Partners’s AllianzIM U.S. Large Cap Buffer10 Dec ETF DECT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$217K	Sell	6,510 -113,652	-95%	-$3.79M	0.04%	246
2025 Q1	$3.73M	Buy	+120,162	New	+$3.73M	0.53%	64
2024 Q1	–	Sell	-52,295	Closed	-$1.5M	–	318
2023 Q4	$1.5M	Buy	+52,295	New	+$1.5M	0.15%	135