LIFEPLAN FINANCIAL GROUP, INC Information

10050 INNOVATION DRIVE, SUITE 140, DAYTON, Ohio, 45342, (937) 449-0345

Report Date: 06/30/2014

Position Statistics

Total Positions 283
New Positions 1
Increased Positions 27
Decreased Positions 238
Positions with Activity 265
Sold Out Positions 218
Total Mkt Value (in $ millions) 140

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0%
Capital Goods 0.2%
Conglomerates 0%
Consumer Cyclical 0.15%
Consumer/Non-Cyclical 0.93%
Energy 0.49%
Financial 89.97%
Healthcare 0.26%
Services 0.31%
Technology 1.16%
Transportation 0%
Utilities 0.59%

1 New Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES 10+ YR CR BD ETF 5,249 5,249 New 86,149