WealthPLAN Partners’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	-21,021	Closed	-$600K	–	264
2024 Q3	$600K	Buy	+21,021	New	+$600K	0.08%	164