TAIYO LIFE INSURANCE CO Activity Q4 2017-Q3 2023

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Q3 2023

			Value		Shares		↓ Weighting
ITOT	Buy	ISHARES TR CORE S&P TTL STKexchanged traded fund	$54,395	+68.0%	577,500	+74.5%	4.20%	+64.0%
XLY	Buy	SELECT SECTOR SPDR TR SBI CONS DISCRexchanged traded fund	$44,994	+67.2%	279,500	+76.3%	3.48%	+63.3%
XLV	Buy	SELECT SECTOR SPDR TR SBI HEALTHCAREexchanged traded fund	$44,608	+78.3%	346,500	+83.8%	3.45%	+74.1%
OMFL	New	INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNMexchanged traded fund	$15,586	–	340,000	–	1.20%	–

Q2 2023

			Value		Shares		↓ Weighting
IVV	New	ISHARES TR CORE S&P500 ETFexchanged traded fund	$171,810	–	385,475	–	13.59%	–
QQQ	New	INVESCO QQQ TR UNIT SER 1exchanged traded fund	$159,959	–	433,000	–	12.65%	–
SPY	New	SPDR S&P 500 ETF TR TR UNITexchanged traded fund	$134,846	–	304,200	–	10.67%	–
VGT	New	VANGUARD WORLD FDS INF TECH ETFexchanged traded fund	$131,100	–	296,500	–	10.37%	–
ESGU	New	ISHARES TR ESG AWR MSCI USAexchanged traded fund	$127,380	–	1,307,000	–	10.08%	–
VOO	New	VANGUARD INDEX FDS S&P 500 ETF SHSexchanged traded fund	$118,152	–	290,100	–	9.35%	–
SPLG	New	SPDR SER TR PORTFOLIO S&P500exchanged traded fund	$101,119	–	1,940,500	–	8.00%	–
VTI	New	VANGUARD INDEX FDS TOTAL STK MKTexchanged traded fund	$90,491	–	410,800	–	7.16%	–
QQQM	New	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETFexchanged traded fund	$74,470	–	490,000	–	5.89%	–
DGRW	New	WISDOMTREE TR US QTLY DIV GRTexchanged traded fund	$56,661	–	850,000	–	4.48%	–
ITOT	New	ISHARES TR CORE S&P TTL STKexchanged traded fund	$32,385	–	331,000	–	2.56%	–
XLY	New	SELECT SECTOR SPDR TR SBI CONS DISCRexchanged traded fund	$26,915	–	158,500	–	2.13%	–
XLV	New	SELECT SECTOR SPDR TR SBI HEALTHCAREexchanged traded fund	$25,020	–	188,500	–	1.98%	–
DIA	New	SPDR DOW JONES INDL AVERAGE UT SER 1exchanged traded fund	$13,754	–	40,000	–	1.09%	–

Q4 2022

			Value		Shares		↓ Weighting
DIA	Exit	SPDR DOW JONES INDL AVERAGE UT SER 1exchanged traded fund	$0	–	-40,000	–	-1.35%	–
VTI	Exit	VANGUARD INDEX FDS TOTAL STK MKTexchanged traded fund	$0	–	-184,300	–	-3.90%	–
DGRW	Exit	WISDOMTREE TR US QTLY DIV GRTexchanged traded fund	$0	–	-850,000	–	-5.40%	–
VGT	Exit	VANGUARD WORLD FDS INF TECH ETFexchanged traded fund	$0	–	-172,000	–	-6.22%	–
SPLG	Exit	SPDR SER TR PORTFOLIO S&P500exchanged traded fund	$0	–	-1,265,000	–	-6.26%	–
ESGU	Exit	ISHARES TR ESG AWR MSCI USAexchanged traded fund	$0	–	-785,000	–	-7.34%	–
QQQ	Exit	INVESCO QQQ TR UNIT SER 1exchanged traded fund	$0	–	-357,500	–	-11.25%	–
VOO	Exit	VANGUARD INDEX FDS S&P 500 ETF SHSexchanged traded fund	$0	–	-459,000	–	-17.74%	–
IVV	Exit	ISHARES TR CORE S&P500 ETFexchanged traded fund	$0	–	-474,975	–	-20.06%	–
SPY	Exit	SPDR S&P 500 ETF TR TR UNITexchanged traded fund	$0	–	-487,000	–	-20.48%	–

Q3 2022

			Value		Shares		↓ Weighting
QQQ	Buy	INVESCO QQQ TR UNIT SER 1exchanged traded fund	$95,545,000	+46.3%	357,500	+53.4%	11.25%	+30.5%
SPLG	New	SPDR SER TR PORTFOLIO S&P500exchanged traded fund	$53,117,000	–	1,265,000	–	6.26%	–
VGT	Buy	VANGUARD WORLD FDS INF TECH ETFexchanged traded fund	$52,868,000	+252.0%	172,000	+273.9%	6.22%	+213.9%
VTI	Buy	VANGUARD INDEX FDS TOTAL STK MKTexchanged traded fund	$33,076,000	+20.9%	184,300	+27.1%	3.90%	+7.9%

Q2 2022

			Value		Shares		↓ Weighting
SPY	New	SPDR S&P 500 ETF TR TR UNITexchanged traded fund	$183,721,000	–	487,000	–	24.25%	–
IVV	New	ISHARES TR CORE S&P500 ETFexchanged traded fund	$180,087,000	–	474,975	–	23.77%	–
VOO	New	VANGUARD INDEX FDS S&P 500 ETF SHSexchanged traded fund	$159,218,000	–	459,000	–	21.02%	–
ESGU	New	ISHARES TR ESG AWR MSCI USAexchanged traded fund	$65,862,000	–	785,000	–	8.69%	–
QQQ	New	INVESCO QQQ TR UNIT SER 1exchanged traded fund	$65,305,000	–	233,000	–	8.62%	–
DGRW	New	WISDOMTREE TR US QTLY DIV GRTexchanged traded fund	$48,714,000	–	850,000	–	6.43%	–
VTI	New	VANGUARD INDEX FDS TOTAL STK MKTexchanged traded fund	$27,350,000	–	145,000	–	3.61%	–
VGT	New	VANGUARD WORLD FDS INF TECH ETFexchanged traded fund	$15,021,000	–	46,000	–	1.98%	–
DIA	New	SPDR DOW JONES INDL AVERAGE UT SER 1exchanged traded fund	$12,313,000	–	40,000	–	1.62%	–

Q4 2021

			Value		Shares		↓ Weighting
DIA	Exit	SPDR DOW JONES INDL AVERAGE UT SER 1exchanged traded fund	$0	–	-40,000	–	-2.14%	–
DGRW	Exit	WISDOMTREE TR US QTLY DIV GRTexchanged traded fund	$0	–	-850,000	–	-7.89%	–
VOO	Exit	VANGUARD INDEX FDS S&P 500 ETF SHSexchanged traded fund	$0	–	-459,000	–	-28.57%	–
SPY	Exit	SPDR S&P 500 ETF TR TR UNITexchanged traded fund	$0	–	-430,000	–	-29.12%	–
IVV	Exit	ISHARES TR CORE S&P500 ETFexchanged traded fund	$0	–	-474,975	–	-32.29%	–

Q2 2021

			Value		Shares		↓ Weighting
IVV	New	ISHARES TR CORE S&P500 ETFexchanged traded fund	$204,201,000	–	474,975	–	32.24%	–
SPY	New	SPDR S&P 500 ETF TR TR UNITexchanged traded fund	$184,066,000	–	430,000	–	29.06%	–
VOO	New	VANGUARD INDEX FDS S&P 500 ETF SHSexchanged traded fund	$180,626,000	–	459,000	–	28.52%	–
DGRW	New	WISDOMTREE TR US QTLY DIV GRTexchanged traded fund	$50,720,000	–	850,000	–	8.01%	–
DIA	New	SPDR DOW JONES INDL AVERAGE UT SER 1exchanged traded fund	$13,798,000	–	40,000	–	2.18%	–

Q4 2020

			Value		Shares		↓ Weighting
DIA	Exit	SPDR DOW JONES INDL AVRG ETF UT SER 1exchanged traded fund	$0	–	-40,000	–	-2.23%	–
DGRW	Exit	WISDOMTREE TR US QTLY DIV GRTexchanged traded fund	$0	–	-850,000	–	-8.46%	–
VOO	Exit	VANGUARD INDEX FDS S&P 500 ETF SHSexchanged traded fund	$0	–	-459,000	–	-28.35%	–
SPY	Exit	SPDR S&P 500 ETF TR TR UNITexchanged traded fund	$0	–	-430,000	–	-28.91%	–
IVV	Exit	ISHARES TR CORE S&P500 ETFexchanged traded fund	$0	–	-474,975	–	-32.05%	–

Q2 2020

			Value		Shares		↓ Weighting
IVV	New	ISHARES TR CORE S&P500 ETFexchanged traded fund	$147,095,000	–	474,975	–	32.06%	–
SPY	New	SPDR S&P 500 ETF TR TR UNITexchanged traded fund	$132,595,000	–	430,000	–	28.90%	–
VOO	New	VANGUARD INDEX FDS S&P 500 ETF SHSexchanged traded fund	$130,094,000	–	459,000	–	28.36%	–
DGRW	New	WISDOMTREE TR US QTLY DIV GRTexchanged traded fund	$38,667,000	–	850,000	–	8.43%	–
DIA	New	SPDR DOW JONES INDL AVRG ETF UT SER 1exchanged traded fund	$10,315,000	–	40,000	–	2.25%	–

Q4 2019

			Value		Shares		↓ Weighting
DIA	Exit	SPDR DOW JONES INDL AVRG ETF UT SER 1exchanged traded fund	$0	–	-40,000	–	-6.45%	–
EZM	Exit	WISDOMTREE TR US MIDCP EARNINGexchanged traded fund	$0	–	-880,000	–	-20.79%	–
DGRW	Exit	WISDOMTREE TR US QTLY DIV GRTexchanged traded fund	$0	–	-850,000	–	-22.96%	–
VOO	Exit	VANGUARD INDEX FDS S&P 500 ETF SHSexchanged traded fund	$0	–	-144,000	–	-23.51%	–
IVV	Exit	ISHARES TR CORE S&P500 ETFexchanged traded fund	$0	–	-147,000	–	-26.29%	–

Q3 2019

			Value		Shares		↓ Weighting
DIA	Sell	SPDR DOW JONES INDL AVRG ETF UT SER 1exchanged traded fund	$10,767,000	-74.7%	40,000	-75.0%	6.45%	-70.1%

Q2 2019

			Value		Shares		↓ Weighting
IVV	New	ISHARES TR CORE S&P500 ETFexchanged traded fund	$43,328,000	–	147,000	–	22.00%	–
DIA	New	SPDR DOW JONES INDL AVRG ETF UT SER 1exchanged traded fund	$42,536,000	–	160,000	–	21.60%	–
VOO	New	VANGUARD INDEX FDS S&P 500 ETF SHSexchanged traded fund	$38,758,000	–	144,000	–	19.68%	–
DGRW	New	WISDOMTREE TR US QTLY DIV GRTexchanged traded fund	$37,103,000	–	850,000	–	18.84%	–
EZM	New	WISDOMTREE TR US MIDCP EARNINGexchanged traded fund	$35,200,000	–	880,000	–	17.88%	–

Q4 2018

			Value		Shares		↓ Weighting
EZM	Exit	WISDOMTREE TR US MIDCP EARNINGexchanged traded fund	$0	–	-880,000	–	-18.40%	–
DGRW	Exit	WISDOMTREE TR US QTLY DIV GRTexchanged traded fund	$0	–	-850,000	–	-19.04%	–
VOO	Exit	VANGUARD INDEX FDS S&P 500 ETF SHSexchanged traded fund	$0	–	-144,000	–	-19.44%	–
DIA	Exit	SPDR DOW JONES INDL AVRG ETF UT SER 1exchanged traded fund	$0	–	-160,000	–	-21.38%	–
IVV	Exit	ISHARES CORE S&P500 ETFexchanged traded fund	$0	–	-147,000	–	-21.75%	–

Q3 2018

			Value		Shares		↓ Weighting
IVV	Sell	ISHARES CORE S&P500 ETFexchanged traded fund	$43,031,000	-5.1%	147,000	-11.4%	21.75%	+4.0%
DIA	New	SPDR DOW JONES INDL AVRG ETF UT SER 1exchanged traded fund	$42,304,000	–	160,000	–	21.38%	–
FFG	Exit	FBL FINL GROUP INC CL A	$0	–	-348,831	–	-12.68%	–
QQQ	Exit	INVESCO QQQ TR UNIT SER 1exchanged traded fund	$0	–	-220,000	–	-17.43%	–

Q2 2018

			Value		Shares		↓ Weighting
IVV	New	ISHARES CORE S&P500 ETFexchanged traded fund	$45,326,000	–	166,000	–	20.92%	–
QQQ	New	INVESCO QQQ TR UNIT SER 1exchanged traded fund	$37,763,000	–	220,000	–	17.43%	–
VOO	New	VANGUARD INDEX FDS S&P 500 ETF SHSexchanged traded fund	$35,929,000	–	144,000	–	16.58%	–
EZM	New	WISDOMTREE TR US MIDCP EARNINGexchanged traded fund	$35,350,000	–	880,000	–	16.31%	–
DGRW	New	WISDOMTREE TR US QTLY DIV GRTexchanged traded fund	$34,859,000	–	850,000	–	16.09%	–
FFG	New	FBL FINL GROUP INC CL A	$27,470,000	–	348,831	–	12.68%	–

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