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PLANNING DIRECTIONS INC
> IYJ
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | IYJ | IYJ | 11,082 | -475 | 1,175,000 | 17,000 | $106.03 |
| 03/31/2023 | IYJ | IYJ | 11,557 | -1,149 | 1,158,000 | -68,000 | $100.20 |
| 12/31/2022 | IYJ | IYJ | 12,706 | -872 | 1,226,000 | 88,000 | $96.49 |
| 09/30/2022 | IYJ | IYJ | 13,578 | -831 | 1,138,000 | -132,000 | $83.81 |
| 06/30/2022 | IYJ | IYJ | 14,409 | -951 | 1,270,000 | -349,000 | $88.14 |
| 03/31/2022 | IYJ | IYJ | 15,360 | -1,600 | 1,619,000 | -293,000 | $105.40 |
| 12/31/2021 | IYJ | IYJ | 16,960 | 1,030 | 1,912,000 | 205,000 | $112.74 |
| 09/30/2021 | IYJ | IYJ | 15,930 | 987 | 1,707,000 | 47,000 | $107.16 |
| 06/30/2021 | IYJ | IYJ | 14,943 | 7,094 | 1,660,000 | 898,000 | $111.09 |
| 12/31/2020 | IYJ | IYJ | 7,849 | 3,818 | 762,000 | 88,000 | $97.08 |
| 09/30/2020 | IYJ | IYJ | 4,031 | -402 | 674,000 | 6,000 | $167.20 |
| 06/30/2020 | IYJ | IYJ | 4,433 | 4,433 | 668,000 | 668,000 | $150.69 |
| 03/31/2020 | IYJ | IYJ | 0 | -4,955 | 0 | -831,000 | |
| 12/31/2019 | IYJ | IYJ | 4,955 | -250 | 831,000 | 4,000 | $167.71 |
| 09/30/2019 | IYJ | IYJ | 5,205 | -142 | 827,000 | -19,000 | $158.89 |
| 06/30/2019 | IYJ | IYJ | 5,347 | -360 | 846,000 | -20,000 | $158.22 |
| 03/31/2019 | IYJ | IYJ | 5,707 | -122 | 866,000 | 117,000 | $151.74 |
| 12/31/2018 | IYJ | IYJ | 5,829 | -245 | 749,000 | -199,000 | $128.50 |
| 09/30/2018 | IYJ | IYJ | 6,074 | -466 | 948,000 | 8,000 | $156.08 |
| 06/30/2018 | IYJ | IYJ | 6,540 | 6,540 | 940,000 | 940,000 | $143.73 |
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