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PLANNING DIRECTIONS INC
> ISI
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | ISI | 5,419 | 126 | 530,000 | 51,000 | $97.80 |
| 03/31/2023 | iSHARES TRUST | ISI | 5,293 | 21 | 479,000 | 32,000 | $90.50 |
| 12/31/2022 | iSHARES TRUST | ISI | 5,272 | -219 | 447,000 | 10,000 | $84.79 |
| 09/30/2022 | iSHARES TRUST | ISI | 5,491 | 26 | 437,000 | -21,000 | $79.58 |
| 06/30/2022 | iSHARES TRUST | ISI | 5,465 | -84 | 458,000 | -102,000 | $83.81 |
| 03/31/2022 | iSHARES TRUST | ISI | 5,549 | 17 | 560,000 | -32,000 | $100.92 |
| 12/31/2021 | iSHARES TRUST | ISI | 5,532 | -118 | 592,000 | 36,000 | $107.01 |
| 09/30/2021 | iSHARES TRUST | ISI | 5,650 | -84 | 556,000 | -10,000 | $98.41 |
| 06/30/2021 | iSHARES TRUST | ISI | 5,734 | -277 | 566,000 | 48,000 | $98.71 |
| 12/31/2020 | iSHARES TRUST | ISI | 6,011 | 23 | 518,000 | 66,000 | $86.18 |
| 09/30/2020 | iSHARES TRUST | ISI | 5,988 | -287 | 452,000 | 16,000 | $75.48 |
| 06/30/2020 | iSHARES TRUST | ISI | 6,275 | -6,690 | 436,000 | -306,000 | $69.48 |
| 03/31/2020 | iSHARES TRUST | ISI | 12,965 | 6,955 | 742,000 | 305,000 | $57.23 |
| 12/31/2019 | iSHARES TRUST | ISI | 6,010 | 8 | 437,000 | 34,000 | $72.71 |
| 09/30/2019 | iSHARES TRUST | ISI | 6,002 | -263 | 403,000 | -14,000 | $67.14 |
| 06/30/2019 | iSHARES TRUST | ISI | 6,265 | -293 | 417,000 | -5,000 | $66.56 |
| 03/31/2019 | iSHARES TRUST | ISI | 6,558 | -176 | 422,000 | 40,000 | $64.35 |
| 12/31/2018 | iSHARES TRUST | ISI | 6,734 | 69 | 382,000 | -62,000 | $56.73 |
| 09/30/2018 | iSHARES TRUST | ISI | 6,665 | 337 | 444,000 | 48,000 | $66.62 |
| 06/30/2018 | iSHARES TRUST | ISI | 6,328 | 6,328 | 396,000 | 396,000 | $62.58 |
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