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Summit Financial Wealth Advisors, LLC
> DVY
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | DVY | 18,538 | 18,538 | 2,100,355,000 | 2,100,355,000 | $113,299.98 |
| 06/30/2019 | iSHARES TRUST | DVY | 0 | -2,542 | 0 | -252,000 | |
| 03/31/2019 | iSHARES TRUST | DVY | 2,542 | 0 | 252,000 | 25,000 | $99.13 |
| 12/31/2018 | iSHARES TRUST | DVY | 2,542 | 0 | 227,000 | -17,000 | $89.30 |
| 09/30/2018 | iSHARES TRUST | DVY | 2,542 | 18 | 244,000 | 4,000 | $95.99 |
| 06/30/2018 | iSHARES TRUST | DVY | 2,524 | 0 | 240,000 | 0 | $95.09 |
| 03/31/2018 | iSHARES TRUST | DVY | 2,524 | 86 | 240,000 | 0 | $95.09 |
| 12/31/2017 | iSHARES TRUST | DVY | 2,438 | -1,280 | 240,000 | -108,000 | $98.44 |
| 09/30/2017 | iSHARES TRUST | DVY | 3,718 | -195 | 348,000 | -13,000 | $93.60 |
| 06/30/2017 | iSHARES TRUST | DVY | 3,913 | -437 | 361,000 | -35,000 | $92.26 |
| 03/31/2017 | iSHARES TRUST | DVY | 4,350 | 0 | 396,000 | 11,000 | $91.03 |
| 12/31/2016 | iSHARES TRUST | DVY | 4,350 | -65 | 385,000 | 7,000 | $88.51 |
| 09/30/2016 | iSHARES TRUST | DVY | 4,415 | 4,415 | 378,000 | 378,000 | $85.62 |
| 06/30/2016 | iSHARES TRUST | DVY | 4,615 | 0 | 394,000 | 17,000 | $85.37 |
| 03/31/2016 | iSHARES TRUST | DVY | 4,615 | -2,750 | 377,000 | -176,000 | $81.69 |
| 12/31/2015 | iSHARES TRUST | DVY | 7,365 | 3,415 | 553,000 | 266,000 | $75.08 |
| 09/30/2015 | iSHARES TRUST | DVY | 3,950 | -1,600 | 287,000 | -129,000 | $72.66 |
| 06/30/2015 | iSHARES TRUST | DVY | 5,550 | -350 | 416,000 | -43,000 | $74.95 |
| 03/31/2015 | iSHARES TRUST | DVY | 5,900 | -4,150 | 459,000 | -339,000 | $77.80 |
| 12/31/2014 | iSHARES TRUST | DVY | 10,050 | 10,050 | 798,000 | 798,000 | $79.40 |
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