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OXFORD FINANCIAL GROUP LTD
> WELL
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | WELLTOWER INC. | WELL | 15,601 | 6,963 | 1,261,965,000 | 642,711,000 | $80,890.01 |
| 03/31/2023 | WELLTOWER INC. | WELL | 8,638 | -1,675 | 619,254,000 | -56,760,000 | $71,689.51 |
| 12/31/2022 | WELLTOWER INC. | WELL | 10,313 | 1,079 | 676,014,000 | 675,420,000 | $65,549.69 |
| 09/30/2022 | WELLTOWER INC. | WELL | 9,234 | -27 | 594,000 | -169,000 | $64.33 |
| 06/30/2022 | WELLTOWER INC. | WELL | 9,261 | 27 | 763,000 | -125,000 | $82.39 |
| 03/31/2022 | WELLTOWER INC. | WELL | 9,234 | -10,310 | 888,000 | -788,000 | $96.17 |
| 12/31/2021 | WELLTOWER INC. | WELL | 19,544 | 0 | 1,676,000 | 66,000 | $85.76 |
| 09/30/2021 | WELLTOWER INC. | WELL | 19,544 | 0 | 1,610,000 | -14,000 | $82.38 |
| 06/30/2021 | WELLTOWER INC. | WELL | 19,544 | 0 | 1,624,000 | 224,000 | $83.09 |
| 03/31/2021 | WELLTOWER INC. | WELL | 19,544 | -81 | 1,400,000 | 132,000 | $71.63 |
| 12/31/2020 | WELLTOWER INC. | WELL | 19,625 | 0 | 1,268,000 | 187,000 | $64.61 |
| 09/30/2020 | WELLTOWER INC. | WELL | 19,625 | 0 | 1,081,000 | 65,000 | $55.08 |
| 06/30/2020 | WELLTOWER INC. | WELL | 19,625 | 5,582 | 1,016,000 | 373,000 | $51.77 |
| 03/31/2020 | WELLTOWER INC. | WELL | 14,043 | 14,043 | 643,000 | 643,000 | $45.79 |
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