ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

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

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

Q2 2023
Shares 216 Value ($000) $31 Avg Close — Range —
Q1 2023
Shares 1,371 Value ($000) $191 Avg Close — Range —
Q4 2022
Shares 3,286 Value ($000) $476 Avg Close — Range —
Q2 2021
Shares 1,315 Value ($000) $239 Avg Close — Range —
Q1 2021
Shares 2,089 Value ($000) $350 Avg Close — Range —
Q4 2020
Shares 2,011 Value ($000) $347 Avg Close — Range —
Q1 2018
Shares 3,232 Value ($000) $342 Avg Close — Range —
Q4 2017
Shares 6,535 Value ($000) $674 Avg Close — Range —
Q2 2016
Shares 156 Value ($000) $12 Avg Close — Range —