Ivy Fds Ltd Term Bond Fd Cl A

CUSIP: 466000882 Class: Mutual Fund

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

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

Q2 2016
Shares 53,200 Value ($000) $583,074 Avg Close — Range —
Q4 2015
Shares 71,471 Value ($000) $767,601 Avg Close — Range —