COLUMBIA ETF TR I

Ticker: DIAL CUSIP: 19761L508 Class: DIVERSIFID FXD

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 11,756 Value ($000) $216 Avg Close — Range —
Q3 2025
Shares 11,756 Value ($000) $217 Avg Close — Range —
Q2 2025
Shares 11,756 Value ($000) $214 Avg Close — Range —
Q1 2025
Shares 11,755 Value ($000) $210 Avg Close — Range —
Q4 2024
Shares 11,753 Value ($000) $206 Avg Close — Range —
Q2 2023
Shares 2,205 Value ($000) $39 Avg Close — Range —
Q1 2023
Shares 2,426 Value ($000) $43 Avg Close — Range —
Q4 2022
Shares 12,692 Value ($000) $224 Avg Close — Range —
Q3 2022
Shares 12,433 Value ($000) $222 Avg Close — Range —
Q1 2022
Shares 16,557 Value ($000) $303 Avg Close — Range —