VALUED ADVISERS TR

Ticker: MBSF CUSIP: 92046L338 Class: REGAN FLTG RATE

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

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

Q4 2025
Shares 109,220 Value ($000) $2,801 Avg Close — Range —
Q3 2025
Shares 124,414 Value ($000) $3,169 Avg Close — Range —
Q2 2025
Shares 122,671 Value ($000) $3,131 Avg Close — Range —
Q1 2025
Shares 170,388 Value ($000) $4,337 Avg Close — Range —
Q4 2024
Shares 166,051 Value ($000) $4,218 Avg Close — Range —
Q3 2024
Shares 174,469 Value ($000) $4,472 Avg Close — Range —