WealthPLAN Partners’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-428	Closed	-$20K	–	1014
2023 Q2	$20K	Buy	+428	New	+$20K	﹤0.01%	679