Planning Strategies Inc.

Position in USAR — USA Rare Earth, Inc.

CIK 2139665 LANCASTER, PA

Position in USAR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$116,532

New position

Shares Held

5,400

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#251

of 386 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

Planning Strategies Inc. holds $152,151 across 4 Other Industrial Metals & Mining names. USAR ranks #1 (76.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USAR	USA Rare Earth, Inc. This page	5,400	$116,532
2	RIO	Rio Tinto PLC	250	$23,732
3	CRML	Critical Metals Corp.	750	$7,687
4	MP	MP Materials Corp. / DE	75	$4,200

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$116,532	5,400	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.