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PLANNING DIRECTIONS INC
> IUSG
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IUSG | 24,451 | 827 | 2,387,000 | 290,000 | $97.62 |
| 03/31/2023 | iSHARES TRUST | IUSG | 23,624 | 856 | 2,097,000 | 241,000 | $88.77 |
| 12/31/2022 | iSHARES TRUST | IUSG | 22,768 | -547 | 1,856,000 | -13,000 | $81.52 |
| 09/30/2022 | iSHARES TRUST | IUSG | 23,315 | -1,077 | 1,869,000 | -173,000 | $80.16 |
| 06/30/2022 | iSHARES TRUST | IUSG | 24,392 | -749 | 2,042,000 | -614,000 | $83.72 |
| 03/31/2022 | iSHARES TRUST | IUSG | 25,141 | -488 | 2,656,000 | -308,000 | $105.64 |
| 12/31/2021 | iSHARES TRUST | IUSG | 25,629 | -49 | 2,964,000 | 334,000 | $115.65 |
| 09/30/2021 | iSHARES TRUST | IUSG | 25,678 | 567 | 2,630,000 | 94,000 | $102.42 |
| 06/30/2021 | iSHARES TRUST | IUSG | 25,111 | -2,453 | 2,536,000 | 91,000 | $100.99 |
| 12/31/2020 | iSHARES TRUST | IUSG | 27,564 | -1,225 | 2,445,000 | 142,000 | $88.70 |
| 09/30/2020 | iSHARES TRUST | IUSG | 28,789 | -1,398 | 2,303,000 | 133,000 | $80.00 |
| 06/30/2020 | iSHARES TRUST | IUSG | 30,187 | 30,187 | 2,170,000 | 2,170,000 | $71.89 |
| 03/31/2020 | iSHARES TRUST | IUSG | 0 | -30,832 | 0 | -2,085,000 | |
| 12/31/2019 | iSHARES TRUST | IUSG | 30,832 | -899 | 2,085,000 | 90,000 | $67.62 |
| 09/30/2019 | iSHARES TRUST | IUSG | 31,731 | -1,508 | 1,995,000 | -88,000 | $62.87 |
| 06/30/2019 | iSHARES TRUST | IUSG | 33,239 | 672 | 2,083,000 | 119,000 | $62.67 |
| 03/31/2019 | iSHARES TRUST | IUSG | 32,567 | 1,305 | 1,964,000 | 317,000 | $60.31 |
| 12/31/2018 | iSHARES TRUST | IUSG | 31,262 | -204 | 1,647,000 | -308,000 | $52.68 |
| 09/30/2018 | iSHARES TRUST | IUSG | 31,466 | 598 | 1,955,000 | 189,000 | $62.13 |
| 06/30/2018 | iSHARES TRUST | IUSG | 30,868 | 30,868 | 1,766,000 | 1,766,000 | $57.21 |
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