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APPLETON PARTNERS INC
> IWO
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | iSHARES TRUST | IWO | 4,875 | 1,606 | 1,093,000 | 300,000 | $224.21 |
| 06/30/2023 | iSHARES TRUST | IWO | 3,269 | 121 | 793,000 | 144,000 | $242.58 |
| 06/30/2022 | iSHARES TRUST | IWO | 3,148 | -100 | 649,000 | -182,000 | $206.16 |
| 03/31/2022 | iSHARES TRUST | IWO | 3,248 | -100 | 831,000 | -150,000 | $255.85 |
| 12/31/2021 | iSHARES TRUST | IWO | 3,348 | 4 | 981,000 | -1,000 | $293.01 |
| 09/30/2021 | iSHARES TRUST | IWO | 3,344 | -40 | 982,000 | -36,000 | $293.66 |
| 06/30/2021 | iSHARES TRUST | IWO | 3,344 | -40 | 1,042,000 | 24,000 | $311.60 |
| 03/31/2021 | iSHARES TRUST | IWO | 3,384 | -60 | 1,018,000 | 31,000 | $300.83 |
| 12/31/2020 | iSHARES TRUST | IWO | 3,444 | -25 | 987,000 | 219,000 | $286.59 |
| 09/30/2020 | iSHARES TRUST | IWO | 3,469 | 0 | 768,000 | 50,000 | $221.39 |
| 06/30/2020 | iSHARES TRUST | IWO | 3,469 | -185 | 718,000 | 140,000 | $206.98 |
| 03/31/2020 | iSHARES TRUST | IWO | 3,654 | -100 | 578,000 | -226,000 | $158.18 |
| 12/31/2019 | iSHARES TRUST | IWO | 3,754 | 0 | 804,000 | 80,000 | $214.17 |
| 09/30/2019 | iSHARES TRUST | IWO | 3,754 | -15 | 724,000 | -33,000 | $192.86 |
| 06/30/2019 | iSHARES TRUST | IWO | 3,769 | 0 | 757,000 | 16,000 | $200.85 |
| 03/31/2019 | iSHARES TRUST | IWO | 3,769 | 825 | 741,000 | 246,000 | $196.60 |
| 12/31/2018 | iSHARES TRUST | IWO | 2,944 | 0 | 495,000 | -138,000 | $168.14 |
| 09/30/2018 | iSHARES TRUST | IWO | 2,944 | 0 | 633,000 | 31,000 | $215.01 |
| 06/30/2018 | iSHARES TRUST | IWO | 2,944 | 0 | 602,000 | 41,000 | $204.48 |
| 03/31/2018 | iSHARES TRUST | IWO | 2,944 | -410 | 561,000 | -65,000 | $190.56 |
| 12/31/2017 | iSHARES TRUST | IWO | 3,354 | 0 | 626,000 | 26,000 | $186.64 |
| 09/30/2017 | iSHARES TRUST | IWO | 3,354 | 0 | 600,000 | 34,000 | $178.89 |
| 06/30/2017 | iSHARES TRUST | IWO | 3,354 | -10 | 566,000 | 22,000 | $168.75 |
| 03/31/2017 | iSHARES TRUST | IWO | 3,364 | 3,364 | 544,000 | 544,000 | $161.71 |
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