Clear Perspectives Financial Planning, LLC Closed Holding Positions

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
SCHJ Schwab Strategic Tr 1 5 Yr C ETFs	Q2 2022 Filed on Aug 11, 2022	1,958	N/A
EFA Ishares Tr Msci Eafe ETF ETFs	Q2 2022 Filed on Aug 11, 2022	402	$61.48 - $74.59 $24.7K - $30K
DX Dynex Capital Inc Real Estate	Q2 2022 Filed on Aug 11, 2022	4,700	$14.04 - $16.72 $66K - $78.6K
ESGD Ishares Trust Ishares Esg Awar ETFs	Q2 2022 Filed on Aug 11, 2022	780	$61.64 - $74.67 $48.1K - $58.2K
ESGE Ishares, Inc. Ishares Esg Awar ETFs	Q2 2022 Filed on Aug 11, 2022	997	$31.92 - $38.05 $31.8K - $37.9K
FE Firstenergy Corp Utilities	Q2 2022 Filed on Aug 11, 2022	71	$35.91 - $48.46 $2.55K - $3.44K

SPTI Spdr Ser Tr Spdr Portfolio Int ETFs	Q2 2022 Filed on Aug 11, 2022	6,445	N/A
MJ ETF Managers Tr Etfmg Alternat ETFs	Q2 2022 Filed on Aug 11, 2022	52	$5.8 - $10.48 $302 - $545
ROST Ross Stores, Inc. Consumer Cyclical	Q2 2022 Filed on Aug 11, 2022	103	$70.23 - $108.41 $7.23K - $11.2K
VIGI Vanguard Whitehall Fds Intl Di ETFs	Q2 2022 Filed on Aug 11, 2022	670	N/A
CX Cemex Sab De Cv Basic Materials	Q2 2022 Filed on Aug 11, 2022	1,500	$3.32 - $5.29 $4.98K - $7.94K
VONG Vanguard Russell 1000 Growth E ETFs	Q2 2022 Filed on Aug 11, 2022	88	N/A
GOVT Ishares U.S. Treasury Bond ETF ETFs	Q2 2022 Filed on Aug 11, 2022	414	N/A
SCHP Schwab Strategic Us Tips ETF ETFs	Q2 2022 Filed on Aug 11, 2022	57,716	N/A
SCHO Schwab Short Term Us Treasury ETFs	Q2 2022 Filed on Aug 11, 2022	14,928	N/A
BOND Pimco Active Bond Exchange Tra ETFs	Q2 2022 Filed on Aug 11, 2022	400	N/A
VBR Vanguard Small Cap Value ETF ETFs	Q2 2022 Filed on Aug 11, 2022	300	N/A
WFC Wells Fargo & Company Financial Services	Q2 2022 Filed on Aug 11, 2022	109	$37.43 - $49.33 $4.08K - $5.38K

IBB Ishares Biotechnology ETF ETFs	Q2 2022 Filed on Aug 11, 2022	300	N/A
VCSH Vanguard Sht Term Corp Bd ETF ETFs	Q1 2022 Filed on May 12, 2022	18,724	N/A
SMB Vaneck Short Muni ETF ETFs	Q1 2022 Filed on May 12, 2022	9,038	N/A
SPTS Spdr Portfolio Short Term Trea ETFs	Q1 2022 Filed on May 12, 2022	3,816	N/A
VGK Vanguard Ftse Europe ETF Ftse ETFs	Q1 2022 Filed on May 12, 2022	69,875	N/A
DEA Easterly Government Properties, Inc. Real Estate	Q1 2022 Filed on May 12, 2022	51	$20.15 - $23.4 $1.03K - $1.19K
XBI Spdr Ser Tr Spdr S&P Biotech E ETFs	Q1 2022 Filed on May 12, 2022	70	N/A
SPYV Spdr Portfolio S&P 500 Value E ETFs	Q1 2022 Filed on May 12, 2022	252	N/A
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	Q1 2022 Filed on May 12, 2022	133	N/A
SCHE Schwab Strategic Tr Us Emergin ETFs	Q1 2022 Filed on May 12, 2022	1,050	N/A
ONL Orion Office Reit Inc. Real Estate	Q1 2022 Filed on May 12, 2022	6	$14.0 - $18.74 $84 - $112
PGX Invesco ETF Tr Ii Pfd ETF ETFs	Q1 2022 Filed on May 12, 2022	532	$13.13 - $14.91 $6.99K - $7.93K
SNSR Global X Fds Internet Of Thing ETFs	Q1 2022 Filed on May 12, 2022	1,650	$30.47 - $39.35 $50.3K - $64.9K
ROBO Robo Global Robotics And Autom ETFs	Q1 2022 Filed on May 12, 2022	700	N/A
PDI Pimco Dynamic Income Fund Financial Services	Q1 2022 Filed on May 12, 2022	101	$22.11 - $26.52 $2.23K - $2.68K
BND Vanguard Bd Index Fd Inc Total ETFs	Q1 2022 Filed on May 12, 2022	272	N/A
SLQD Ishares 0 5 Year Investment Gr ETFs	Q1 2022 Filed on May 12, 2022	12,155	$49.19 - $51.02 $598K - $620K

VSGX Vanguard World Fd Esg Intl Stk ETFs	Q1 2022 Filed on May 12, 2022	8,075	N/A
Discovery Inc Com	Q1 2022 Filed on May 12, 2022	509	N/A
SPIB Spdr Portfolio Intermediate Te ETFs	Q1 2022 Filed on May 12, 2022	434	N/A
BHF Brighthouse Financial, Inc. Financial Services	Q1 2022 Filed on May 12, 2022	1	$43.43 - $60.13 $43.4 - $60.1
SPSM Spdr Portfolio S&P 600 Small C ETFs	Q1 2022 Filed on May 12, 2022	820	N/A
XLY Select Sector Spdr Consumer Di ETFs	Q1 2022 Filed on May 12, 2022	20	N/A
SUB Ishares Short Term National Mu ETFs	Q1 2022 Filed on May 12, 2022	350	$104.46 - $107.34 $36.6K - $37.6K
VEU Vanguard Ftse All World Ex Us ETFs	Q1 2022 Filed on May 12, 2022	125	N/A
QIPT Quipt Home Medical Corp. Healthcare	Q4 2021 Filed on Feb 09, 2022	125	$5.18 - $6.83 $648 - $854
EFV Msci Eafe Value ETF ETFs	Q4 2021 Filed on Feb 09, 2022	32	$48.8 - $52.57 $1.56K - $1.68K
SCZ Ishares Tr Msci Eafe Small Cap ETFs	Q4 2021 Filed on Feb 09, 2022	26	$70.21 - $77.4 $1.83K - $2.01K
General Electric CO Com	Q3 2021 Filed on Nov 05, 2021	10	N/A
MUB Ishares National Muni Bond ETF ETFs	Q3 2021 Filed on Nov 05, 2021	200	$116.12 - $117.94 $23.2K - $23.6K
VDE Vanguard Energy ETF ETFs	Q3 2021 Filed on Nov 05, 2021	153	N/A
VLO Valero Energy Corp Energy	Q3 2021 Filed on Nov 05, 2021	280	$60.2 - $78.07 $16.9K - $21.9K

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