BARON REAL ESTATE INSTIT

Ticker: BREIX CUSIP: 06828M801 Class: EQUITY FUNDS

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

Note: Option positions (PUT/CALL) are excluded.

Q2 2016
Shares 11,551 Value ($000) $271,911 Avg Close Range
Q4 2015
Shares 11,551 Value ($000) $283,115 Avg Close Range