Wealth Dimensions Group, Ltd. Closed Holding Positions

Wealth Dimensions Group, Ltd.

$394 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
IGSB Ishares Trust Ishares 1 5 Year ETFs	Q2 2022 Filed on Aug 05, 2022	3,910	$49.84 - $51.62 $195K - $202K
SWAV Shockwave Medical, Inc. Healthcare	Q2 2022 Filed on Aug 05, 2022	1,000	$115.91 - $214.48 $116K - $214K
BND Vanguard Bd Index Fd Inc Total ETFs	Q2 2022 Filed on Aug 05, 2022	3,218	$73.3 - $79.23 $236K - $255K
TIP Ishares Tr Tips Bd ETF ETFs	Q2 2022 Filed on Aug 05, 2022	1,758	$113.44 - $123.09 $199K - $216K
MUX Mc Ewen Mining Inc. Basic Materials	Q2 2022 Filed on Aug 05, 2022	10,000	$4.39 - $8.5 $43.9K - $85K
IJK Ishares S&P Midcap 400 Growth ETFs	Q1 2022 Filed on May 04, 2022	3,199	$72.34 - $85.19 $231K - $273K
SPE Special Opportunities Fund, Inc. Financial Services	Q1 2022 Filed on May 04, 2022	10,736	$14.04 - $15.6 $151K - $167K
PYPL Pay Pal Holdings, Inc. Financial Services	Q1 2022 Filed on May 04, 2022	1,263	$93.61 - $194.94 $118K - $246K
Nuveen Select Tax Free Incom	Q4 2021 Filed on Feb 04, 2022	12,100	N/A
VBK Vanguard Small Cap Growth ETF ETFs	Q4 2021 Filed on Feb 04, 2022	715	$269.22 - $305.79 $192K - $219K
General Electric CO	Q3 2021 Filed on Nov 03, 2021	38,177	N/A
DOCU Docusign, Inc. Technology	Q2 2021 Filed on Aug 12, 2021	1,242	$180.16 - $284.48 $224K - $353K
PSTH Pershing Square Tontine Holdings, Ltd. Financial Services	Q2 2021 Filed on Aug 12, 2021	9,800	$22.06 - $25.62 $216K - $251K
TGT Target Corp Consumer Defensive	Q2 2021 Filed on Aug 12, 2021	1,255	$200.72 - $241.85 $252K - $304K
BIV Vanguard Bd Index Fd Inc Inter ETFs	Q1 2021 Filed on May 13, 2021	2,205	$88.61 - $92.83 $195K - $205K

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