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PLANNING DIRECTIONS INC
> IJR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IJR | 2,604 | 7 | 260,000 | 9,000 | $99.85 |
| 03/31/2023 | iSHARES TRUST | IJR | 2,597 | 8 | 251,000 | 6,000 | $96.65 |
| 12/31/2022 | iSHARES TRUST | IJR | 2,589 | 9 | 245,000 | 20,000 | $94.63 |
| 09/30/2022 | iSHARES TRUST | IJR | 2,580 | -1,134 | 225,000 | -118,000 | $87.21 |
| 06/30/2022 | iSHARES TRUST | IJR | 3,714 | -984 | 343,000 | -164,000 | $92.35 |
| 03/31/2022 | iSHARES TRUST | IJR | 4,698 | -1,256 | 507,000 | -175,000 | $107.92 |
| 12/31/2021 | iSHARES TRUST | IJR | 5,954 | 502 | 682,000 | 87,000 | $114.54 |
| 09/30/2021 | iSHARES TRUST | IJR | 5,452 | 170 | 595,000 | -2,000 | $109.13 |
| 06/30/2021 | iSHARES TRUST | IJR | 5,282 | -2,338 | 597,000 | -103,000 | $113.03 |
| 12/31/2020 | iSHARES TRUST | IJR | 7,620 | -398 | 700,000 | 137,000 | $91.86 |
| 09/30/2020 | iSHARES TRUST | IJR | 8,018 | -1,037 | 563,000 | -55,000 | $70.22 |
| 06/30/2020 | iSHARES TRUST | IJR | 9,055 | 9,055 | 618,000 | 618,000 | $68.25 |
| 03/31/2020 | iSHARES TRUST | IJR | 0 | -9,360 | 0 | -785,000 | |
| 12/31/2019 | iSHARES TRUST | IJR | 9,360 | -389 | 785,000 | 26,000 | $83.87 |
| 09/30/2019 | iSHARES TRUST | IJR | 9,749 | -33 | 759,000 | -7,000 | $77.85 |
| 06/30/2019 | iSHARES TRUST | IJR | 9,782 | 952 | 766,000 | 85,000 | $78.31 |
| 03/31/2019 | iSHARES TRUST | IJR | 8,830 | 2,137 | 681,000 | 217,000 | $77.12 |
| 12/31/2018 | iSHARES TRUST | IJR | 6,693 | 401 | 464,000 | -85,000 | $69.33 |
| 09/30/2018 | iSHARES TRUST | IJR | 6,292 | 504 | 549,000 | 66,000 | $87.25 |
| 06/30/2018 | iSHARES TRUST | IJR | 5,788 | 5,788 | 483,000 | 483,000 | $83.45 |
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