Mark Sheptoff Financial Planning, LLC Closed Holding Positions

Mark Sheptoff Financial Planning, LLC

$177 Million
Q1 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
AEVA Aeva Technologies, Inc. Consumer Cyclical	Q1 2022 Filed on May 12, 2022	500	$3.47 - $7.93 $1.74K - $3.97K
Phillips 66 Partners LP	Q1 2022 Filed on May 12, 2022	500	N/A
CDW Cdw Corp Technology	Q1 2022 Filed on May 12, 2022	9	$164.78 - $208.13 $1.48K - $1.87K
CRGY Crescent Energy CO Energy	Q1 2022 Filed on May 12, 2022	800	$12.6 - $18.07 $10.1K - $14.5K
MPC Marathon Petroleum Corp Energy	Q1 2022 Filed on May 12, 2022	625	$65.66 - $85.5 $41K - $53.4K
WIRE Encore Wire Corp Industrials	Q1 2022 Filed on May 12, 2022	250	$105.47 - $141.71 $26.4K - $35.4K
ANIK Anika Therapeutics, Inc. Healthcare	Q1 2022 Filed on May 12, 2022	300	$24.7 - $36.54 $7.41K - $11K
NIO Nio Inc. Consumer Cyclical	Q4 2021 Filed on Feb 11, 2022	500	$28.16 - $43.2 $14.1K - $21.6K
ASML Asml Holding Nv Technology	Q4 2021 Filed on Feb 11, 2022	80	$712.94 - $879.12 $57K - $70.3K
AXP American Express CO Financial Services	Q4 2021 Filed on Feb 11, 2022	450	$150.06 - $187.08 $67.5K - $84.2K
SILK Silk Road Medical Inc Healthcare	Q4 2021 Filed on Feb 11, 2022	2,550	$39.32 - $61.61 $100K - $157K
Contango Oil & Gas CO	Q4 2021 Filed on Feb 11, 2022	4,000	N/A
PTC Ptc Inc. Technology	Q4 2021 Filed on Feb 11, 2022	200	$105.94 - $129.85 $21.2K - $26K
Flexion Therapeutics Inc	Q4 2021 Filed on Feb 11, 2022	1,000	N/A
EPRT Essential Properties Realty Trust, Inc. Real Estate	Q4 2021 Filed on Feb 11, 2022	8,850	$26.48 - $30.58 $234K - $271K
INMD In Mode Ltd. Healthcare	Q4 2021 Filed on Feb 11, 2022	300	$63.78 - $97.86 $19.1K - $29.4K
ACM Aecom Industrials	Q4 2021 Filed on Feb 11, 2022	300	$62.27 - $77.35 $18.7K - $23.2K
PAVE Global X Fds Us Infrastructure ETFs	Q4 2021 Filed on Feb 11, 2022	300	$25.7 - $29.01 $7.71K - $8.7K
JAZZ Jazz Pharmaceuticals PLC Healthcare	Q4 2021 Filed on Feb 11, 2022	6	$119.87 - $145.67 $719 - $874
ETSY Etsy Inc Consumer Cyclical	Q4 2021 Filed on Feb 11, 2022	300	$198.72 - $296.91 $59.6K - $89.1K
WAB Westinghouse Air Brake Technologies Corp Industrials	Q4 2021 Filed on Feb 11, 2022	4	$86.81 - $97.12 $347 - $388
BUG Global X Fds Cybersecurity ETF ETFs	Q4 2021 Filed on Feb 11, 2022	300	$29.84 - $34.89 $8.95K - $10.5K
RIG Transocean Ltd. Energy	Q3 2021 Filed on Nov 10, 2021	8,500	$2.88 - $5.08 $24.5K - $43.2K
HOG Harley Davidson, Inc. Consumer Cyclical	Q3 2021 Filed on Nov 10, 2021	5	$36.61 - $46.99 $183 - $235
WH Wyndham Hotels & Resorts, Inc. Consumer Cyclical	Q3 2021 Filed on Nov 10, 2021	250	$66.49 - $79.04 $16.6K - $19.8K
URBN Urban Outfitters Inc Consumer Cyclical	Q3 2021 Filed on Nov 10, 2021	10	$29.69 - $41.01 $297 - $410
TRIP Trip Advisor, Inc. Consumer Cyclical	Q3 2021 Filed on Nov 10, 2021	250	$32.41 - $40.57 $8.1K - $10.1K
NEM Newmont Corp Basic Materials	Q3 2021 Filed on Nov 10, 2021	730	$53.71 - $63.98 $39.2K - $46.7K
Foley Trasimene Acquistn Cor	Q3 2021 Filed on Nov 10, 2021	100	N/A
WY Weyerhaeuser CO Real Estate	Q3 2021 Filed on Nov 10, 2021	250	$32.95 - $37.26 $8.24K - $9.32K
Cree Inc	Q3 2021 Filed on Nov 10, 2021	200	N/A
BIIB Biogen Inc. Healthcare	Q3 2021 Filed on Nov 10, 2021	300	$282.99 - $369.05 $84.9K - $111K
BERY Berry Global Group, Inc. Consumer Cyclical	Q3 2021 Filed on Nov 10, 2021	700	$60.14 - $68.66 $42.1K - $48.1K
INFL Listed Fds Tr Horizon Kinetics ETFs	Q3 2021 Filed on Nov 10, 2021	300	$28.63 - $30.53 $8.59K - $9.16K
ZTO Zto Express (Cayman) Inc. Industrials	Q3 2021 Filed on Nov 10, 2021	2,000	$25.58 - $31.67 $51.2K - $63.3K
BLDP Ballard Power Systems Inc. Industrials	Q3 2021 Filed on Nov 10, 2021	500	$13.77 - $18.22 $6.89K - $9.11K
ADNT Adient PLC Consumer Cyclical	Q3 2021 Filed on Nov 10, 2021	9	$35.2 - $45.16 $317 - $406
BODY Beachbody Company, Inc. Communication Services	Q3 2021 Filed on Nov 10, 2021	79	$5.54 - $10.87 $438 - $859
GRTS Gritstone Bio, Inc. Healthcare	Q3 2021 Filed on Nov 10, 2021	601	$6.41 - $13.54 $3.85K - $8.14K
PRPL Purple Innovation, Inc. Consumer Cyclical	Q3 2021 Filed on Nov 10, 2021	200	$21.02 - $27.88 $4.2K - $5.58K
OMC Omnicom Group Inc. Communication Services	Q3 2021 Filed on Nov 10, 2021	50	$70.85 - $81.0 $3.54K - $4.05K
VFH Vanguard Financial ETF ETFs	Q3 2021 Filed on Nov 10, 2021	250	$86.32 - $96.09 $21.6K - $24K
PETQ Pet Iq, Inc. Healthcare	Q3 2021 Filed on Nov 10, 2021	8,850	$23.99 - $38.59 $212K - $342K
PCG Pg&E Corp Utilities	Q3 2021 Filed on Nov 10, 2021	50	$8.29 - $10.5 $414 - $525
OTLY Oatly Group Ab Consumer Defensive	Q3 2021 Filed on Nov 10, 2021	17,500	$15.11 - $23.44 $264K - $410K
NWL Newell Brands Inc. Consumer Defensive	Q3 2021 Filed on Nov 10, 2021	4,100	$22.14 - $27.45 $90.8K - $113K
NRZ New Residential Investment Corp. Real Estate	Q3 2021 Filed on Nov 10, 2021	2,150	$9.31 - $11.21 $20K - $24.1K
EXPE Expedia Group, Inc. Consumer Cyclical	Q3 2021 Filed on Nov 10, 2021	250	$137.79 - $171.99 $34.4K - $43K
SEM Select Medical Holdings Corp Healthcare	Q3 2021 Filed on Nov 10, 2021	6,100	$32.28 - $42.64 $197K - $260K
LRCX Lam Research Corp Technology	Q3 2021 Filed on Nov 10, 2021	150	$565.97 - $649.78 $84.9K - $97.5K

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