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Kovitz Investment Group Partners, LLC
> IVE
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IVE | 2,514 | -74,281 | 405,232,000 | 393,578,000 | $161,190.14 |
| 03/31/2023 | iSHARES TRUST | IVE | 76,795 | 7,416 | 11,654,000 | 2,737,000 | $151.75 |
| 09/30/2022 | iSHARES TRUST | IVE | 69,379 | -516 | 8,917,000 | -691,000 | $128.53 |
| 06/30/2022 | iSHARES TRUST | IVE | 69,895 | 74 | 9,608,000 | -1,264,000 | $137.46 |
| 03/31/2022 | iSHARES TRUST | IVE | 69,821 | 5,215 | 10,872,000 | 2,601,000 | $155.71 |
| 12/31/2021 | iSHARES TRUST | IVE | 64,606 | -1,940 | 8,271,000 | -1,406,000 | $128.02 |
| 09/30/2021 | iSHARES TRUST | IVE | 66,546 | 165 | 9,677,000 | -124,000 | $145.42 |
| 06/30/2021 | iSHARES TRUST | IVE | 66,381 | 1,827 | 9,801,000 | 683,000 | $147.65 |
| 03/31/2021 | iSHARES TRUST | IVE | 64,554 | -51 | 9,118,000 | 847,000 | $141.25 |
| 12/31/2020 | iSHARES TRUST | IVE | 64,605 | -485 | 8,271,000 | 952,000 | $128.02 |
| 09/30/2020 | iSHARES TRUST | IVE | 65,090 | -507 | 7,319,000 | 221,000 | $112.44 |
| 06/30/2020 | iSHARES TRUST | IVE | 65,597 | 15,136 | 7,098,000 | 2,241,000 | $108.21 |
| 03/31/2020 | iSHARES TRUST | IVE | 50,461 | 50,461 | 4,857,000 | 4,857,000 | $96.25 |
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