NOVARTIS AG

Ticker: NVS CUSIP: 66987V109 Class: SPONSORED ADR

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 16,230 Value ($000) $2,238 Avg Close — Range —
Q3 2025
Shares 9,394 Value ($000) $1,205 Avg Close — Range —
Q2 2025
Shares 9,314 Value ($000) $1,127 Avg Close — Range —
Q1 2025
Shares 9,494 Value ($000) $1,058 Avg Close — Range —
Q4 2024
Shares 9,494 Value ($000) $924 Avg Close — Range —
Q3 2024
Shares 9,494 Value ($000) $1,092 Avg Close — Range —
Q2 2024
Shares 9,394 Value ($000) $1,000 Avg Close — Range —
Q2 2023
Shares 180 Value ($000) $18 Avg Close — Range —