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OXFORD FINANCIAL GROUP LTD
> EFAX
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SPDR INDEX SHS FDS | EFAX | 16,243 | 0 | 611,549,000 | 9,897,000 | $37,650.00 |
| 03/31/2023 | SPDR INDEX SHS FDS | EFAX | 16,243 | 8,101 | 601,652,000 | 47,861,000 | $37,040.69 |
| 12/31/2022 | SPDR INDEX SHS FDS | EFAX | 8,142 | -7,842 | 553,791,000 | 552,856,000 | $68,016.58 |
| 09/30/2022 | SPDR INDEX SHS FDS | EFAX | 15,984 | 871 | 935,000 | -55,000 | $58.50 |
| 06/30/2022 | SPDR INDEX SHS FDS | EFAX | 15,113 | -559 | 990,000 | -216,000 | $65.51 |
| 03/31/2022 | SPDR INDEX SHS FDS | EFAX | 15,672 | 101 | 1,206,000 | -101,000 | $76.95 |
| 12/31/2021 | SPDR INDEX SHS FDS | EFAX | 15,571 | 1,626 | 1,307,000 | 154,000 | $83.94 |
| 09/30/2021 | SPDR INDEX SHS FDS | EFAX | 13,945 | -1,327 | 1,153,000 | -123,000 | $82.68 |
| 06/30/2021 | SPDR INDEX SHS FDS | EFAX | 15,272 | 437 | 1,276,000 | 85,000 | $83.55 |
| 03/31/2021 | SPDR INDEX SHS FDS | EFAX | 14,835 | 554 | 1,191,000 | 78,000 | $80.28 |
| 12/31/2020 | SPDR INDEX SHS FDS | EFAX | 14,281 | 14,281 | 1,113,000 | 1,113,000 | $77.94 |
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