Wolff Financial Management LLC Closed Holding Positions

Wolff Financial Management LLC

$368 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
VHT Vanguard Health Care ETF ETFs	Q1 2022 Filed on May 03, 2022	755	$235.27 - $264.71 $178K - $200K
RIVN Rivian Automotive, Inc. Consumer Cyclical	Q1 2022 Filed on May 03, 2022	2,933	$35.83 - $102.72 $105K - $301K
ICVT Ishares Tr Convertible Bond Et ETFs	Q4 2021 Filed on Feb 08, 2022	2,513	$86.86 - $104.35 $218K - $262K
T At&T Inc. Communication Services	Q4 2021 Filed on Feb 08, 2022	38,501	$16.74 - $20.66 $645K - $795K
XOM Exxon Mobil Corp Energy	Q4 2021 Filed on Feb 08, 2022	5,170	$59.16 - $66.36 $306K - $343K
Nuveen Mich Quality Mun Inco	Q1 2021 Filed on May 13, 2021	41,652	N/A
DON Wisdomtree Tr U.S. Midcap Divi ETFs	Q1 2020 Filed on Apr 15, 2020	6,301	$20.48 - $38.6 $129K - $243K
United Technologies Corp	Q1 2020 Filed on Apr 15, 2020	2,446	N/A
RDS-A Shell PLC Energy	Q1 2020 Filed on Apr 15, 2020	3,917	$20.14 - $55.75 $78.9K - $218K
GM General Motors CO Consumer Cyclical	Q1 2020 Filed on Apr 15, 2020	8,487	$16.8 - $37.38 $143K - $317K
HSBC Hsbc Holdings PLC Financial Services	Q3 2019 Filed on Oct 28, 2019	5,194	$35.53 - $42.1 $185K - $219K
GSK Gsk PLC Healthcare	Q3 2019 Filed on Oct 28, 2019	9,321	$40.46 - $43.52 $377K - $406K
BUD Anheuser Busch In Bev Sa Consumer Defensive	Q3 2019 Filed on Oct 28, 2019	2,532	$86.94 - $101.67 $220K - $257K
CAH Cardinal Health Inc Healthcare	Q3 2019 Filed on Oct 28, 2019	5,041	$41.74 - $48.91 $210K - $247K
Dowdupont Inc	Q2 2019 Filed on Jul 24, 2019	4,120	N/A
KHC Kraft Heinz CO Consumer Defensive	Q1 2019 Filed on Apr 24, 2019	6,041	$31.87 - $48.26 $193K - $292K

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