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PLANNING DIRECTIONS INC
> WTRG
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Essential Utilities, Inc. | WTRG | 0 | -5,380 | 0 | -235,000 | |
| 03/31/2023 | Essential Utilities, Inc. | WTRG | 5,380 | -698 | 235,000 | -55,000 | $43.68 |
| 12/31/2022 | Essential Utilities, Inc. | WTRG | 6,078 | -156 | 290,000 | 32,000 | $47.71 |
| 09/30/2022 | Essential Utilities, Inc. | WTRG | 6,234 | 26 | 258,000 | -27,000 | $41.39 |
| 06/30/2022 | Essential Utilities, Inc. | WTRG | 6,208 | 670 | 285,000 | 2,000 | $45.91 |
| 03/31/2022 | Essential Utilities, Inc. | WTRG | 5,538 | 22 | 283,000 | -13,000 | $51.10 |
| 12/31/2021 | Essential Utilities, Inc. | WTRG | 5,516 | 179 | 296,000 | 50,000 | $53.66 |
| 09/30/2021 | Essential Utilities, Inc. | WTRG | 5,337 | 19 | 246,000 | 3,000 | $46.09 |
| 06/30/2021 | Essential Utilities, Inc. | WTRG | 5,318 | 39 | 243,000 | -7,000 | $45.69 |
| 12/31/2020 | Essential Utilities, Inc. | WTRG | 5,279 | 19 | 250,000 | 38,000 | $47.36 |
| 09/30/2020 | Essential Utilities, Inc. | WTRG | 5,260 | -170 | 212,000 | -17,000 | $40.30 |
| 06/30/2020 | Essential Utilities, Inc. | WTRG | 5,430 | 5,430 | 229,000 | 229,000 | $42.17 |
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