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APPLETON PARTNERS INC
> IAGG
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | iSHARES TRUST | IAGG | 109,889 | 5,032 | 5,360,000 | 192,000 | $48.78 |
| 06/30/2023 | iSHARES TRUST | IAGG | 104,857 | 6,230 | 5,168,000 | 255,000 | $49.29 |
| 06/30/2022 | iSHARES TRUST | IAGG | 98,627 | 1,572 | 4,913,000 | -146,000 | $49.81 |
| 03/31/2022 | iSHARES TRUST | IAGG | 97,055 | 3,525 | 5,059,000 | -41,000 | $52.13 |
| 12/31/2021 | iSHARES TRUST | IAGG | 93,530 | -554 | 5,100,000 | -76,000 | $54.53 |
| 09/30/2021 | iSHARES TRUST | IAGG | 94,084 | 7,353 | 5,176,000 | 418,000 | $55.01 |
| 06/30/2021 | iSHARES TRUST | IAGG | 90,250 | 3,519 | 4,973,000 | 215,000 | $55.10 |
| 03/31/2021 | iSHARES TRUST | IAGG | 86,731 | 5,151 | 4,758,000 | 172,000 | $54.86 |
| 12/31/2020 | iSHARES TRUST | IAGG | 81,580 | 4,129 | 4,586,000 | 275,000 | $56.21 |
| 09/30/2020 | iSHARES TRUST | IAGG | 77,451 | 3,035 | 4,311,000 | 168,000 | $55.66 |
| 06/30/2020 | iSHARES TRUST | IAGG | 74,416 | -480 | 4,143,000 | 47,000 | $55.67 |
| 03/31/2020 | iSHARES TRUST | IAGG | 74,896 | 1,025 | 4,096,000 | 49,000 | $54.69 |
| 12/31/2019 | iSHARES TRUST | IAGG | 73,871 | 998 | 4,047,000 | -19,000 | $54.78 |
| 09/30/2019 | iSHARES TRUST | IAGG | 72,873 | -1,250 | 4,066,000 | 28,000 | $55.80 |
| 06/30/2019 | iSHARES TRUST | IAGG | 74,123 | 2,915 | 4,038,000 | 230,000 | $54.48 |
| 03/31/2019 | iSHARES TRUST | IAGG | 71,208 | -769 | 3,808,000 | 50,000 | $53.48 |
| 12/31/2018 | iSHARES TRUST | IAGG | 71,977 | -5,775 | 3,758,000 | -306,000 | $52.21 |
| 09/30/2018 | iSHARES TRUST | IAGG | 77,752 | 9,435 | 4,064,000 | 464,000 | $52.27 |
| 06/30/2018 | iSHARES TRUST | IAGG | 68,317 | 18,235 | 3,600,000 | 962,000 | $52.70 |
| 03/31/2018 | iSHARES TRUST | IAGG | 50,082 | 32,352 | 2,638,000 | 1,715,000 | $52.67 |
| 12/31/2017 | iSHARES TRUST | IAGG | 17,730 | 17,730 | 923,000 | 923,000 | $52.06 |
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