Pinnacle Wealth Planning Services, Inc. Closed Holding Positions

Pinnacle Wealth Planning Services, Inc.

$733 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
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
TLT Ishares Barclays 20+ Year Trea ETFs	Q1 2021 Filed on Apr 29, 2021	5	$133.92 - $157.54 $670 - $788
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
SHY Ishares Barclays 1 3 Year Trea ETFs	Q1 2021 Filed on Apr 29, 2021	111	$86.21 - $86.4 $9.57K - $9.59K
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
QUAL Ishares Msci Usa Quality Facto ETFs	Q1 2021 Filed on Apr 29, 2021	1	$112.92 - $122.16 $113 - $122
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
SLV I Shares Silver Trust ETFs	Q1 2021 Filed on Apr 29, 2021	1,385	$22.26 - $26.76 $30.8K - $37.1K
USMV Ishares Msci Usa Min Vol Facto ETFs	Q1 2021 Filed on Apr 29, 2021	39	$65.18 - $69.88 $2.54K - $2.73K
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
ITRI Itron, Inc. Technology	Q1 2021 Filed on Apr 29, 2021	74	$83.95 - $120.31 $6.21K - $8.9K
ITT Itt Inc. Industrials	Q1 2021 Filed on Apr 29, 2021	111	$74.71 - $90.91 $8.29K - $10.1K
Ivy High Income Opportunities Com	Q1 2021 Filed on Apr 29, 2021	481	N/A
JJSF J&J Snack Foods Corp Consumer Defensive	Q1 2021 Filed on Apr 29, 2021	426	$149.41 - $168.38 $63.6K - $71.7K
ZD Ziff Davis, Inc. Communication Services	Q1 2021 Filed on Apr 29, 2021	44	$81.98 - $106.51 $3.61K - $4.69K
JACK Jack In The Box Inc Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	909	$91.2 - $116.83 $82.9K - $106K
J Jacobs Engineering Group Inc Industrials	Q1 2021 Filed on Apr 29, 2021	74	$100.96 - $129.27 $7.47K - $9.57K
JHX James Hardie Industries PLC Basic Materials	Q1 2021 Filed on Apr 29, 2021	2,880	$27.91 - $32.08 $80.4K - $92.4K
JRVR James River Group Holdings, Ltd. Financial Services	Q1 2021 Filed on Apr 29, 2021	81	$44.44 - $54.7 $3.6K - $4.43K
JHG Janus Henderson Group PLC Financial Services	Q1 2021 Filed on Apr 29, 2021	148	$28.42 - $35.15 $4.21K - $5.2K
JAZZ Jazz Pharmaceuticals PLC Healthcare	Q1 2021 Filed on Apr 29, 2021	25	$150.19 - $173.5 $3.75K - $4.34K
JD Jd.Com, Inc. Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	1,578	$78.71 - $106.88 $124K - $169K

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