| INVESTMENT PLANNERS, INC. | 18557 | College Station Retail DST | 1547502 | 04/19/2012 | D | $11,605,425 | $1,335,000 |
| INVESTMENT PLANNERS, INC. | 18557 | University Venture DST | 1507993 | 01/05/2011 | D | $10,697,831 | $1,005,976 |
| INVESTMENT PLANNERS, INC. | 18557 | Colorado Multifamily Portfolio IV DST | 1734673 | 03/15/2018 | D | $115,374,057 | $959,370 |
| INVESTMENT PLANNERS, INC. | 18557 | Self-Storage Portfolio III DST | 1702835 | 04/07/2017 | D | $20,001,613 | $763,222 |
| INVESTMENT PLANNERS, INC. | 18557 | Discount Retail Venture I DST | 1577375 | 05/20/2013 | D | $5,362,582 | $526,813 |
| INVESTMENT PLANNERS, INC. | 18557 | Cypress Equipment Fund 16, LLC | 1451787 | 01/14/2009 | D | $35,000,000 | $160,000 |
| INVESTMENT PLANNERS, INC. | 18557 | Atlas Resources Series 28-2010 L.P. | 1487561 | 04/16/2010 | D | $150,000,000 | $0 |
| INVESTMENT PLANNERS, INC. | 18557 | Atlas Resources Series 30-2011 L.P. | 1515415 | 06/06/2011 | D | $100,000,000 | $0 |
| INVESTMENT PLANNERS, INC. | 18557 | Atlas Resources Series 31-2011 L.P. | 1531849 | 11/15/2011 | D | $100,000,000 | $0 |
| INVESTMENT PLANNERS, INC. | 18557 | Atlas Resources Series 32-2012 L.P. | 1542471 | 05/15/2012 | D | $100,000,000 | $0 |
