JP Morgan Tr I Intrepid Value Fd Cl A

CUSIP: 4812A0284 Class: Mutual Fund

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

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

Q2 2016
Shares 4,994 Value ($000) $155,816 Avg Close — Range —
Q4 2015
Shares 4,965 Value ($000) $156,793 Avg Close — Range —