Planned Solutions, Inc. Closed Holding Positions

Planned Solutions, Inc.

$245 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
COOP Mr. Cooper Group Inc. Financial Services	Q1 2021 Filed on Apr 29, 2021	1	$27.23 - $36.93 $27.2 - $36.9
Entercom Communications Corp Cl A	Q1 2021 Filed on Apr 29, 2021	7,802	N/A
HSKA Heska Corp Healthcare	Q1 2021 Filed on Apr 29, 2021	250	$143.93 - $207.3 $36K - $51.8K
LFVN Lifevantage Corp Consumer Defensive	Q1 2021 Filed on Apr 29, 2021	285	$8.58 - $10.21 $2.45K - $2.91K
AUY Yamana Gold Inc. Basic Materials	Q1 2021 Filed on Apr 29, 2021	3,000	$4.01 - $6.09 $12K - $18.3K
PRU Prudential Financial Inc Financial Services	Q1 2021 Filed on Apr 29, 2021	1,100	$76.4 - $93.87 $84K - $103K
XLK Technology Sector Spdr ETFs	Q1 2021 Filed on Apr 29, 2021	722	$125.83 - $138.59 $90.8K - $100K
SMED Sharps Compliance Corp Industrials	Q1 2021 Filed on Apr 29, 2021	2,250	$9.15 - $14.89 $20.6K - $33.5K
Ishares Comex Gold Trust	Q1 2021 Filed on Apr 29, 2021	2,973	N/A
RDS-A Shell PLC Energy	Q1 2021 Filed on Apr 29, 2021	2,381	$34.63 - $43.02 $82.5K - $102K
OXY Occidental Petroleum Corp Energy	Q1 2021 Filed on Apr 29, 2021	180	$17.45 - $31.23 $3.14K - $5.62K
VNQ Vanguard Specialized Funds Van ETFs	Q1 2021 Filed on Apr 29, 2021	403	$81.97 - $92.98 $33K - $37.5K
MDT Medtronic PLC Healthcare	Q1 2021 Filed on Apr 29, 2021	610	$111.18 - $119.74 $67.8K - $73K
HRL Hormel Foods Corp Consumer Defensive	Q1 2021 Filed on Apr 29, 2021	400	$43.97 - $50.5 $17.6K - $20.2K
American Riv Bankshares Com	Q1 2021 Filed on Apr 29, 2021	341	N/A
PDT John Hancock Premium Dividend Fund Financial Services	Q1 2021 Filed on Apr 29, 2021	1,182	$13.5 - $14.93 $16K - $17.6K
AMJ Jpmorgan Chase & CO Alerian Ml ETFs	Q1 2021 Filed on Apr 29, 2021	1,072	N/A
TEL Te Connectivity Ltd. Technology	Q1 2021 Filed on Apr 29, 2021	100	$119.85 - $134.79 $12K - $13.5K
FE Firstenergy Corp Utilities	Q1 2021 Filed on Apr 29, 2021	735	$29.51 - $35.56 $21.7K - $26.1K
ESGU Ishares Trust Ishares Esg Awar ETFs	Q1 2021 Filed on Apr 29, 2021	185	$84.89 - $91.26 $15.7K - $16.9K
ADP Automatic Data Processing Inc Industrials	Q1 2021 Filed on Apr 29, 2021	583	$161.03 - $192.69 $93.9K - $112K
PNQI Invesco Nasdaq Internet ETF ETFs	Q1 2021 Filed on Apr 29, 2021	100	$222.09 - $262.24 $22.2K - $26.2K
ALEX Alexander & Baldwin, Inc. Real Estate	Q1 2021 Filed on Apr 29, 2021	178	$15.12 - $19.17 $2.69K - $3.41K
AMBA Ambarella Inc Technology	Q1 2021 Filed on Apr 29, 2021	300	$91.34 - $128.12 $27.4K - $38.4K
AVB Avalonbay Communities Inc Real Estate	Q1 2021 Filed on Apr 29, 2021	25	$155.07 - $193.42 $3.88K - $4.84K
Cloudera Inc Com	Q1 2021 Filed on Apr 29, 2021	1,000	N/A
AJRD Aerojet Rocketdyne Holdings, Inc. Industrials	Q1 2021 Filed on Apr 29, 2021	586	$46.54 - $53.13 $27.3K - $31.1K
PACW Pacwest Bancorp Financial Services	Q1 2021 Filed on Apr 29, 2021	809	$25.65 - $41.25 $20.8K - $33.4K
LOW Lowes Companies Inc Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	65	$153.77 - $191.61 $10K - $12.5K
EMB Ishares Tr ETFs	Q1 2021 Filed on Apr 29, 2021	230	$106.72 - $115.35 $24.5K - $26.5K
PXQ Invesco Exchange Traded Fd Tr	Q1 2021 Filed on Apr 29, 2021	1,061	N/A
BSV Vanguard Bd Index Fd Inc Short ETFs	Q1 2021 Filed on Apr 29, 2021	497	$82.08 - $82.89 $40.8K - $41.2K
BLV Vanguard Bd Index Fd Inc Long ETFs	Q1 2021 Filed on Apr 29, 2021	325	$96.21 - $109.25 $31.3K - $35.5K
AIG American International Group, Inc. Financial Services	Q1 2021 Filed on Apr 29, 2021	6	$37.13 - $48.44 $223 - $291
XLU Utilities Sector Spdr ETFs	Q1 2021 Filed on Apr 29, 2021	62	$58.36 - $64.15 $3.62K - $3.98K
RNP Cohen & Steers Reit & Preferred & Income Fund Inc Financial Services	Q1 2021 Filed on Apr 29, 2021	1,000	$21.28 - $24.39 $21.3K - $24.4K
WM Waste Management Inc Industrials	Q1 2021 Filed on Apr 29, 2021	25	$109.92 - $130.34 $2.75K - $3.26K
TTWO Take Two Interactive Software Inc Communication Services	Q1 2021 Filed on Apr 29, 2021	450	$161.62 - $213.34 $72.7K - $96K
AZTA Azenta, Inc. Healthcare	Q1 2021 Filed on Apr 29, 2021	650	$66.32 - $90.93 $43.1K - $59.1K
REED Reed'S, Inc. Consumer Defensive	Q1 2021 Filed on Apr 29, 2021	8,000	$0.61 - $1.29 $4.88K - $10.3K
DLTH Duluth Holdings Inc. Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	2,000	$10.83 - $16.94 $21.7K - $33.9K
TREE Lending Tree, Inc. Financial Services	Q1 2021 Filed on Apr 29, 2021	25	$204.68 - $353.34 $5.12K - $8.83K
GSK Gsk PLC Healthcare	Q1 2021 Filed on Apr 29, 2021	1,474	$34.27 - $40.01 $50.5K - $59K
CDK Cdk Global, Inc. Technology	Q1 2021 Filed on Apr 29, 2021	85	$49.51 - $55.15 $4.21K - $4.69K
BABA Alibaba Group Holding LTD Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	125	$222.72 - $270.83 $27.8K - $33.9K
General Electric CO Com	Q1 2021 Filed on Apr 29, 2021	553	N/A
IBB Ishares Biotechnology ETF ETFs	Q1 2021 Filed on Apr 29, 2021	164	$146.68 - $172.6 $24.1K - $28.3K
DON Wisdomtree Tr U.S. Midcap Divi ETFs	Q1 2021 Filed on Apr 29, 2021	35	$34.36 - $41.24 $1.2K - $1.44K
SBIO Alps ETF Tr Medical Breakthrou ETFs	Q1 2021 Filed on Apr 29, 2021	200	$47.89 - $63.63 $9.58K - $12.7K
RTL Necessity Retail Reit, Inc. Real Estate	Q1 2021 Filed on Apr 29, 2021	968	$24.69 - $25.14 $23.9K - $24.3K

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