Schwartz Invt Tr Ave Maria Rising Div

Ticker: AVEDX CUSIP: 808530604 Class: Mutual Fund

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

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

Q2 2016
Shares 495 Value ($000) $8,299 Avg Close — Range —
Q4 2015
Shares 493 Value ($000) $7,675 Avg Close — Range —