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PLANNING DIRECTIONS INC
> XLU
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SELECT SECTOR SPDR TR SBI INT-UTILS | XLU | 21,699 | 4,392 | 1,420,000 | 249,000 | $65.44 |
| 03/31/2023 | SELECT SECTOR SPDR TR SBI INT-UTILS | XLU | 17,307 | 2,560 | 1,171,000 | 131,000 | $67.66 |
| 12/31/2022 | SELECT SECTOR SPDR TR SBI INT-UTILS | XLU | 14,747 | 4,019 | 1,040,000 | 337,000 | $70.52 |
| 09/30/2022 | SELECT SECTOR SPDR TR SBI INT-UTILS | XLU | 10,728 | 7,150 | 703,000 | 452,000 | $65.53 |
| 06/30/2022 | SELECT SECTOR SPDR TR SBI INT-UTILS | XLU | 3,578 | 3,578 | 251,000 | 251,000 | $70.15 |
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