JPMORGAN INCOME BUILDER FUND

Ticker: JNBSX CUSIP: 4812A3254 Class: Mutual Fund

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

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

Q2 2016
Shares 162,850 Value ($000) $1,602,445 Avg Close Range
Q4 2015
Shares 194,807 Value ($000) $1,893,528 Avg Close Range