FIDELITY WISE ORIGIN BITCOIN

Ticker: FBTC CUSIP: 315948109 Class: SHS

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

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

Q4 2025
Shares 27,379 Value ($000) $2,087 Avg Close — Range —
Q3 2025
Shares 19,821 Value ($000) $1,978 Avg Close — Range —
Q2 2025
Shares 14,592 Value ($000) $1,372 Avg Close — Range —
Q1 2025
Shares 12,548 Value ($000) $903 Avg Close — Range —
Q4 2024
Shares 8,729 Value ($000) $712 Avg Close — Range —
Q3 2024
Shares 5,532 Value ($000) $307 Avg Close — Range —
Q2 2024
Shares 4,738 Value ($000) $249 Avg Close — Range —