| INVESTMENT PLANNERS, INC. | 18557 | Discount Retail Venture I DST | 1577375 | 06/05/2013 | D/A | $5,362,582 | $580,004 |
| INVESTMENT PLANNERS, INC. | 18557 | Discount Retail Venture I DST | 1577375 | 05/20/2013 | D | $5,362,582 | $526,813 |
| INVESTMENT PLANNERS, INC. | 18557 | PROCACCIANTI HOTEL REIT, INC. | 1692345 | 06/28/2017 | D/A | $164,250,000 | $440,000 |
| INVESTMENT PLANNERS, INC. | 18557 | USEDC 2022 Drilling Fund LP | 1935689 | 11/01/2022 | D/A | $150,000,000 | $300,000 |
| INVESTMENT PLANNERS, INC. | 18557 | Cypress Equipment Fund 16, LLC | 1451787 | 01/14/2009 | D | $35,000,000 | $160,000 |
| INVESTMENT PLANNERS, INC. | 18557 | USEDC 2021 Drilling Fund LP | 1856119 | 12/10/2021 | D/A | $100,000,000 | $70,000 |
| INVESTMENT PLANNERS, INC. | 18557 | USEDC 2018 A Drilling Fund LP | 1739764 | 08/02/2018 | D/A | $75,000,000 | $50,000 |
| INVESTMENT PLANNERS, INC. | 18557 | USEDC 2017 A Drilling Fund LP | 1708870 | 10/13/2017 | D/A | $75,000,000 | $40,000 |
| INVESTMENT PLANNERS, INC. | 18557 | Strategic Energy Income Fund V LP | 1699602 | 10/13/2017 | D/A | $50,000,000 | $20,000 |
| INVESTMENT PLANNERS, INC. | 18557 | Atlas Resources Series 28-2010 L.P. | 1487561 | 04/16/2010 | D | $150,000,000 | $0 |
