SIMT TAX MGD MGD VOLTY A

Ticker: TMMAX CUSIP: 783925266 Class: Mutual Fund

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

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

Q2 2016
Shares 10,599 Value ($000) $157,082 Avg Close Range
Q4 2015
Shares 11,896 Value ($000) $162,619 Avg Close Range