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APPLETON PARTNERS INC
> IWR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | iSHARES TRUST | IWR | 25,808 | -2,566 | 1,787,000 | -285,000 | $69.24 |
| 06/30/2023 | iSHARES TRUST | IWR | 28,374 | -1,681 | 2,072,000 | 129,000 | $73.02 |
| 06/30/2022 | iSHARES TRUST | IWR | 30,055 | -107 | 1,943,000 | -411,000 | $64.65 |
| 03/31/2022 | iSHARES TRUST | IWR | 30,162 | 1,205 | 2,354,000 | -50,000 | $78.05 |
| 12/31/2021 | iSHARES TRUST | IWR | 28,957 | -325 | 2,404,000 | 114,000 | $83.02 |
| 09/30/2021 | iSHARES TRUST | IWR | 29,282 | -13 | 2,290,000 | 124,000 | $78.21 |
| 06/30/2021 | iSHARES TRUST | IWR | 29,282 | -13 | 2,320,000 | 154,000 | $79.23 |
| 03/31/2021 | iSHARES TRUST | IWR | 29,295 | -774 | 2,166,000 | 105,000 | $73.94 |
| 12/31/2020 | iSHARES TRUST | IWR | 30,069 | 0 | 2,061,000 | 336,000 | $68.54 |
| 09/30/2020 | iSHARES TRUST | IWR | 30,069 | -650 | 1,725,000 | 78,000 | $57.37 |
| 06/30/2020 | iSHARES TRUST | IWR | 30,719 | -3,232 | 1,647,000 | 181,000 | $53.62 |
| 03/31/2020 | iSHARES TRUST | IWR | 33,951 | 0 | 1,466,000 | -558,000 | $43.18 |
| 12/31/2019 | iSHARES TRUST | IWR | 33,951 | -268 | 2,024,000 | 109,000 | $59.62 |
| 09/30/2019 | iSHARES TRUST | IWR | 34,219 | -438 | 1,915,000 | -21,000 | $55.96 |
| 06/30/2019 | iSHARES TRUST | IWR | 34,657 | -780 | 1,936,000 | 24,000 | $55.86 |
| 03/31/2019 | iSHARES TRUST | IWR | 35,437 | -510 | 1,912,000 | 241,000 | $53.95 |
| 12/31/2018 | iSHARES TRUST | IWR | 35,947 | 27,454 | 1,671,000 | -202,000 | $46.49 |
| 09/30/2018 | iSHARES TRUST | IWR | 8,493 | -140 | 1,873,000 | 42,000 | $220.53 |
| 06/30/2018 | iSHARES TRUST | IWR | 8,633 | 25 | 1,831,000 | 54,000 | $212.09 |
| 03/31/2018 | iSHARES TRUST | IWR | 8,608 | -140 | 1,777,000 | -44,000 | $206.44 |
| 12/31/2017 | iSHARES TRUST | IWR | 8,748 | 680 | 1,821,000 | 230,000 | $208.16 |
| 09/30/2017 | iSHARES TRUST | IWR | 8,068 | -17 | 1,591,000 | 38,000 | $197.20 |
| 06/30/2017 | iSHARES TRUST | IWR | 8,085 | 105 | 1,553,000 | 59,000 | $192.08 |
| 03/31/2017 | iSHARES TRUST | IWR | 7,980 | 7,980 | 1,494,000 | 1,494,000 | $187.22 |
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