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PLANNING DIRECTIONS INC
> IVV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IVV | 624 | 1 | 278,000 | 22,000 | $445.51 |
| 03/31/2023 | iSHARES TRUST | IVV | 623 | -120 | 256,000 | -29,000 | $410.91 |
| 12/31/2022 | iSHARES TRUST | IVV | 743 | 2 | 285,000 | 19,000 | $383.58 |
| 09/30/2022 | iSHARES TRUST | IVV | 741 | 2 | 266,000 | -14,000 | $358.97 |
| 06/30/2022 | iSHARES TRUST | IVV | 739 | 1 | 280,000 | -55,000 | $378.89 |
| 03/31/2022 | iSHARES TRUST | IVV | 738 | 1 | 335,000 | -17,000 | $453.93 |
| 12/31/2021 | iSHARES TRUST | IVV | 737 | 1 | 352,000 | 35,000 | $477.61 |
| 09/30/2021 | iSHARES TRUST | IVV | 736 | 2 | 317,000 | 1,000 | $430.71 |
| 06/30/2021 | iSHARES TRUST | IVV | 734 | -150 | 316,000 | -16,000 | $430.52 |
| 12/31/2020 | iSHARES TRUST | IVV | 884 | -27 | 332,000 | 26,000 | $375.57 |
| 09/30/2020 | iSHARES TRUST | IVV | 911 | 2 | 306,000 | 25,000 | $335.89 |
| 06/30/2020 | iSHARES TRUST | IVV | 909 | 909 | 281,000 | 281,000 | $309.13 |
| 03/31/2020 | iSHARES TRUST | IVV | 0 | -687 | 0 | -222,000 | |
| 12/31/2019 | iSHARES TRUST | IVV | 687 | -30 | 222,000 | 8,000 | $323.14 |
| 09/30/2019 | iSHARES TRUST | IVV | 717 | 1 | 214,000 | 3,000 | $298.47 |
| 06/30/2019 | iSHARES TRUST | IVV | 716 | 2 | 211,000 | 8,000 | $294.69 |
| 03/31/2019 | iSHARES TRUST | IVV | 714 | 714 | 203,000 | 203,000 | $284.31 |
| 12/31/2018 | iSHARES TRUST | IVV | 0 | -710 | 0 | -208,000 | |
| 09/30/2018 | iSHARES TRUST | IVV | 710 | 710 | 208,000 | 208,000 | $292.96 |
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