COLUMBIA ETF TR I

Ticker: SEMI CUSIP: 19761L870 Class: SELECT TECHNOLO

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

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

Q4 2025
Shares 166,748 Value ($000) $5,108 Avg Close Range
Q3 2025
Shares 183,253 Value ($000) $5,729 Avg Close Range
Q2 2025
Shares 186,644 Value ($000) $5,183 Avg Close Range
Q1 2025
Shares 131,463 Value ($000) $2,901 Avg Close Range
Q4 2024
Shares 131,811 Value ($000) $3,385 Avg Close Range
Q3 2024
Shares 136,021 Value ($000) $3,503 Avg Close Range
Q2 2024
Shares 135,463 Value ($000) $3,698 Avg Close Range
Q1 2024
Shares 126,823 Value ($000) $3,181 Avg Close Range
Q4 2023
Shares 156,448 Value ($000) $3,500 Avg Close Range
Q3 2023
Shares 167,881 Value ($000) $3,255 Avg Close Range