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Litman Gregory Wealth Management LLC
> IUSV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IUSV | 13,919 | -2,911 | 1,089,301,000 | -99,402,000 | $78,260.00 |
| 12/31/2022 | iSHARES TRUST | IUSV | 16,830 | 16,830 | 1,188,703,000 | 1,188,703,000 | $70,630.01 |
| 06/30/2021 | iSHARES TRUST | IUSV | 0 | -1,359 | 0 | -94,000 | |
| 03/31/2021 | iSHARES TRUST | IUSV | 1,359 | 0 | 94,000 | 9,000 | $69.17 |
| 12/31/2020 | iSHARES TRUST | IUSV | 1,359 | 0 | 85,000 | 11,000 | $62.55 |
| 09/30/2020 | iSHARES TRUST | IUSV | 1,359 | 0 | 74,000 | 3,000 | $54.45 |
| 06/30/2020 | iSHARES TRUST | IUSV | 1,359 | 0 | 71,000 | 8,000 | $52.24 |
| 03/31/2020 | iSHARES TRUST | IUSV | 1,359 | 0 | 63,000 | -23,000 | $46.36 |
| 12/31/2019 | iSHARES TRUST | IUSV | 1,359 | 0 | 86,000 | 7,000 | $63.28 |
| 09/30/2019 | iSHARES TRUST | IUSV | 1,359 | 0 | 79,000 | 2,000 | $58.13 |
| 06/30/2019 | iSHARES TRUST | IUSV | 1,359 | 0 | 77,000 | 2,000 | $56.66 |
| 03/31/2019 | iSHARES TRUST | IUSV | 1,359 | 0 | 75,000 | 8,000 | $55.19 |
| 12/31/2018 | iSHARES TRUST | IUSV | 1,359 | 0 | 67,000 | -10,000 | $49.30 |
| 09/30/2018 | iSHARES TRUST | IUSV | 1,359 | 0 | 77,000 | 5,000 | $56.66 |
| 06/30/2018 | iSHARES TRUST | IUSV | 1,359 | 0 | 72,000 | 0 | $52.98 |
| 03/31/2018 | iSHARES TRUST | IUSV | 1,359 | 1,359 | 72,000 | 72,000 | $52.98 |
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