WealthPLAN Partners’s AllianzIM U.S. Large Cap Buffer10 Oct ETF OCTT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.42M	Buy	+60,191	New	+$2.42M	0.39%	80
2025 Q1	–	Sell	-100,628	Closed	-$3.85M	–	255
2024 Q4	$3.85M	Buy	+100,628	New	+$3.85M	0.55%	61