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Planning Center, Inc.
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| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Alphabet Inc. | GOOG | 3,280 | 3,168 | 396,782,000 | 396,524,000 | $120,970.12 |
| 06/30/2022 | Alphabet Inc. | GOOG | 112 | 0 | 258,000 | -55,000 | $2,303.57 |
| 03/31/2022 | Alphabet Inc. | GOOG | 112 | 112 | 313,000 | 313,000 | $2,794.64 |
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