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RETIREMENT CAPITAL STRATEGIES
> SUSL
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | SUSL | 7,477 | 7,477 | 578,869,000 | 578,869,000 | $77,419.95 |
| 09/30/2022 | iSHARES TRUST | SUSL | 0 | -8,070 | 0 | -536,000 | |
| 06/30/2022 | iSHARES TRUST | SUSL | 8,070 | 3,169 | 536,000 | 123,000 | $66.42 |
| 12/31/2021 | iSHARES TRUST | SUSL | 4,901 | 0 | 413,000 | 43,000 | $84.27 |
| 09/30/2021 | iSHARES TRUST | SUSL | 4,901 | 0 | 370,000 | 2,000 | $75.49 |
| 06/30/2021 | iSHARES TRUST | SUSL | 4,901 | -1,504 | 368,000 | -48,000 | $75.09 |
| 12/31/2020 | iSHARES TRUST | SUSL | 6,405 | 0 | 416,000 | 54,000 | $64.95 |
| 09/30/2020 | iSHARES TRUST | SUSL | 6,405 | 6,405 | 362,000 | 362,000 | $56.52 |
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