Pinnacle Wealth Planning Services, Inc. Closed Holding Positions

Pinnacle Wealth Planning Services, Inc.

$748 Million
Q2 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
IPAR Inter Parfums Inc Consumer Defensive	Q1 2021 Filed on Apr 29, 2021	122	$59.17 - $76.75 $7.22K - $9.36K
IBKR Interactive Brokers Group, Inc. Financial Services	Q1 2021 Filed on Apr 29, 2021	2	$61.19 - $78.88 $122 - $158
IHG Intercontinental Hotels Group PLC Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	419	$61.57 - $74.12 $25.8K - $31.1K
IBOC International Bancshares Corp Financial Services	Q1 2021 Filed on Apr 29, 2021	478	$36.85 - $51.6 $17.6K - $24.7K
IFF International Flavors & Fragrances Inc Basic Materials	Q1 2021 Filed on Apr 29, 2021	212	$105.08 - $141.31 $22.3K - $30K
IP International Paper CO Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	1,945	$44.27 - $52.75 $86.1K - $103K
IPG Interpublic Group Of Companies, Inc. Communication Services	Q1 2021 Filed on Apr 29, 2021	2,611	$23.14 - $29.93 $60.4K - $78.1K
Intersect Ent Inc Com	Q1 2021 Filed on Apr 29, 2021	1,844	N/A
IVC Invacare Corp Healthcare	Q1 2021 Filed on Apr 29, 2021	268	$7.82 - $10.59 $2.1K - $2.84K
Invesco Mortgage Capital Inc Com	Q1 2021 Filed on Apr 29, 2021	787	N/A
IVZ Invesco Ltd. Financial Services	Q1 2021 Filed on Apr 29, 2021	1,518	$16.95 - $26.0 $25.7K - $39.5K
XLG Invesco Exchange Traded Fd Tr ETFs	Q1 2021 Filed on Apr 29, 2021	82	$281.0 - $299.29 $23K - $24.5K
Investors Bancorp Inc Com	Q1 2021 Filed on Apr 29, 2021	87	N/A
NVTA Invitae Corp Healthcare	Q1 2021 Filed on Apr 29, 2021	1,315	$33.06 - $56.93 $43.5K - $74.9K
INVH Invitation Homes Inc. Real Estate	Q1 2021 Filed on Apr 29, 2021	29	$28.42 - $32.3 $824 - $937
IOVA Iovance Biotherapeutics, Inc. Healthcare	Q1 2021 Filed on Apr 29, 2021	37	$28.67 - $52.59 $1.06K - $1.95K
IPGP Ipg Photonics Corp Technology	Q1 2021 Filed on Apr 29, 2021	158	$197.51 - $258.58 $31.2K - $40.9K
IRMD Iradimed Corp Healthcare	Q1 2021 Filed on Apr 29, 2021	810	$22.3 - $26.02 $18.1K - $21.1K
IRDM Iridium Communications Inc. Communication Services	Q1 2021 Filed on Apr 29, 2021	810	$36.78 - $54.37 $29.8K - $44K
IRBT Irobot Corp Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	1,659	$79.38 - $161.16 $132K - $267K
IRM Iron Mountain Inc Real Estate	Q1 2021 Filed on Apr 29, 2021	37	$28.0 - $37.28 $1.04K - $1.38K
SHYG Ishares 0 5 Year High Yield CO ETFs	Q1 2021 Filed on Apr 29, 2021	54	$45.28 - $45.81 $2.45K - $2.47K
AOK Ishares Tr Core Conservative A ETFs	Q1 2021 Filed on Apr 29, 2021	23	$38.23 - $39.22 $879 - $902
IEMG Ishares Inc ETFs	Q1 2021 Filed on Apr 29, 2021	499	$62.41 - $69.46 $31.1K - $34.7K
ITOT Ishares Core S&P Total U.S. St ETFs	Q1 2021 Filed on Apr 29, 2021	642	$85.12 - $92.58 $54.6K - $59.4K
HEZU Ishares Currency Hedged Msci E ETFs	Q1 2021 Filed on Apr 29, 2021	419	$30.9 - $34.26 $12.9K - $14.4K
IEZ Ishares Tr ETFs	Q1 2021 Filed on Apr 29, 2021	38	$11.38 - $15.9 $432 - $604
IDU Ishares Tr U S Utils ETF ETFs	Q1 2021 Filed on Apr 29, 2021	70	$72.46 - $79.63 $5.07K - $5.57K
ESGU Ishares Trust Ishares Esg Awar ETFs	Q1 2021 Filed on Apr 29, 2021	189	$84.89 - $91.26 $16K - $17.2K
IXN Ishares Global Information Tec ETFs	Q1 2021 Filed on Apr 29, 2021	12	$48.57 - $53.88 $583 - $647
MBB Ishares Tr ETFs	Q1 2021 Filed on Apr 29, 2021	30	$108.32 - $110.29 $3.25K - $3.31K
AOM Ishares Tr Core Moderate Alloc ETFs	Q1 2021 Filed on Apr 29, 2021	526	$42.87 - $44.08 $22.5K - $23.2K
ESGE Ishares, Inc. Ishares Esg Awar ETFs	Q1 2021 Filed on Apr 29, 2021	171	$41.83 - $47.19 $7.15K - $8.07K
SMIN Ishares Msci India Small Cap I ETFs	Q1 2021 Filed on Apr 29, 2021	60	$42.48 - $50.71 $2.55K - $3.04K
EPHE Ishares Msci Philippines ETF ETFs	Q1 2021 Filed on Apr 29, 2021	31	$28.68 - $33.41 $889 - $1.04K
KSA Ishares Tr Msci Saudi Arabia E ETFs	Q1 2021 Filed on Apr 29, 2021	21	$30.81 - $35.93 $647 - $755
EWY Ishares Inc Msci South Korea E ETFs	Q1 2021 Filed on Apr 29, 2021	32	$86.01 - $96.22 $2.75K - $3.08K
SUSA Ishares Tr Msci Usa Esg Select ETFs	Q1 2021 Filed on Apr 29, 2021	238	$81.34 - $87.82 $19.4K - $20.9K
VLUE Ishares Msci Usa Value Factor ETFs	Q1 2021 Filed on Apr 29, 2021	41	$86.14 - $104.49 $3.53K - $4.28K
IBB Ishares Biotechnology ETF ETFs	Q1 2021 Filed on Apr 29, 2021	69	$146.68 - $172.6 $10.1K - $11.9K
IEO Ishares Tr ETFs	Q1 2021 Filed on Apr 29, 2021	140	$35.91 - $53.46 $5.03K - $7.48K
IWP Ishares Russell Mid Cap Growth ETFs	Q1 2021 Filed on Apr 29, 2021	314	$96.94 - $112.05 $30.4K - $35.2K
IWS Ishares Russell Midcap Value E ETFs	Q1 2021 Filed on Apr 29, 2021	122	$95.27 - $111.97 $11.6K - $13.7K
AOA Ishares Tr Core Aggressive All ETFs	Q1 2021 Filed on Apr 29, 2021	104	$63.86 - $67.38 $6.64K - $7.01K
PFF Ishares Trust Ishares Pfd And ETFs	Q1 2021 Filed on Apr 29, 2021	480	$37.15 - $38.46 $17.8K - $18.5K
IWR Ishares Russell Mid Cap ETF ETFs	Q1 2021 Filed on Apr 29, 2021	74	$67.45 - $75.68 $4.99K - $5.6K
AOR Ishares Tr Core Growth Allocat ETFs	Q1 2021 Filed on Apr 29, 2021	288	$52.05 - $53.97 $15K - $15.5K
IHI Ishares Tr Dow Jones Us Medica ETFs	Q1 2021 Filed on Apr 29, 2021	9	$52.97 - $58.45 $477 - $526
GOVT Ishares U.S. Treasury Bond ETF ETFs	Q1 2021 Filed on Apr 29, 2021	212	$26.12 - $27.38 $5.54K - $5.8K
STAR Istar Inc. Real Estate	Q1 2021 Filed on Apr 29, 2021	52	$14.4 - $18.27 $749 - $950

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