Wealth Plan Investment Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Wealth Plan Investment Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$44.14 - $46.33 $3.18 Million - $3.34 Million	72,121 New	72,121 $3.19 Million
Q4 2022 Feb 15, 2023	BUY	$44.04 - $47.03 $433,617 - $463,057	9,846 Added 20.23%	58,519 $2.67 Million
Q3 2022 Dec 12, 2022	BUY	$44.98 - $49.09 $893,077 - $974,681	19,855 Added 68.9%	48,673 $2.29 Million
Q1 2022 Sep 07, 2022	BUY	$50.05 - $53.52 $1.44 Million - $1.54 Million	28,818 New	28,818 $1.4 Million

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83M

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