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PLANNING DIRECTIONS INC
> VB
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | VANGUARD INDEX FUNDS | VB | 4,920 | -226 | 978,000 | 3,000 | $198.78 |
| 03/31/2023 | VANGUARD INDEX FUNDS | VB | 5,146 | 202 | 975,000 | 68,000 | $189.47 |
| 12/31/2022 | VANGUARD INDEX FUNDS | VB | 4,944 | -227 | 907,000 | 23,000 | $183.45 |
| 09/30/2022 | VANGUARD INDEX FUNDS | VB | 5,171 | -994 | 884,000 | -202,000 | $170.95 |
| 06/30/2022 | VANGUARD INDEX FUNDS | VB | 6,165 | -1,848 | 1,086,000 | -617,000 | $176.16 |
| 03/31/2022 | VANGUARD INDEX FUNDS | VB | 8,013 | -502 | 1,703,000 | -221,000 | $212.53 |
| 12/31/2021 | VANGUARD INDEX FUNDS | VB | 8,515 | -338 | 1,924,000 | -12,000 | $225.95 |
| 09/30/2021 | VANGUARD INDEX FUNDS | VB | 8,853 | -109 | 1,936,000 | -83,000 | $218.68 |
| 06/30/2021 | VANGUARD INDEX FUNDS | VB | 8,962 | -1,216 | 2,019,000 | 38,000 | $225.28 |
| 12/31/2020 | VANGUARD INDEX FUNDS | VB | 10,178 | -217 | 1,981,000 | 382,000 | $194.64 |
| 09/30/2020 | VANGUARD INDEX FUNDS | VB | 10,395 | -257 | 1,599,000 | 47,000 | $153.82 |
| 06/30/2020 | VANGUARD INDEX FUNDS | VB | 10,652 | 7,087 | 1,552,000 | 1,140,000 | $145.70 |
| 03/31/2020 | VANGUARD INDEX FUNDS | VB | 3,565 | -6,386 | 412,000 | -1,236,000 | $115.57 |
| 12/31/2019 | VANGUARD INDEX FUNDS | VB | 9,951 | 209 | 1,648,000 | 149,000 | $165.61 |
| 09/30/2019 | VANGUARD INDEX FUNDS | VB | 9,742 | -187 | 1,499,000 | -56,000 | $153.87 |
| 06/30/2019 | VANGUARD INDEX FUNDS | VB | 9,929 | -63 | 1,555,000 | 28,000 | $156.61 |
| 03/31/2019 | VANGUARD INDEX FUNDS | VB | 9,992 | 425 | 1,527,000 | 264,000 | $152.82 |
| 12/31/2018 | VANGUARD INDEX FUNDS | VB | 9,567 | 107 | 1,263,000 | -275,000 | $132.02 |
| 09/30/2018 | VANGUARD INDEX FUNDS | VB | 9,460 | 246 | 1,538,000 | 104,000 | $162.58 |
| 06/30/2018 | VANGUARD INDEX FUNDS | VB | 9,214 | 9,214 | 1,434,000 | 1,434,000 | $155.63 |
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