Ivy Fds Mid Cap Growth Fd Cl A

Ticker: WMGAX CUSIP: 466000577 Class: COM

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

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

Q2 2016
Shares 13,787 Value ($000) $268,425 Avg Close — Range —
Q4 2015
Shares 18,757 Value ($000) $358,259 Avg Close — Range —