WealthPLAN Partners’s AllianzIM U.S. Large Cap Buffer20 Jun ETF JUNW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-110,401	Closed	-$3.16M	–	279
2024 Q2	$3.16M	Buy	+110,401	New	+$3.16M	0.34%	83