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Altium Wealth Management LLC
> IBMO
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2022 | iSHARES TRUST | IBMO | 9,137 | 9,137 | 232,000 | 232,000 | $25.39 |
| 03/31/2022 | iSHARES TRUST | IBMO | 0 | -21,367 | 0 | -574,000 | |
| 12/31/2021 | iSHARES TRUST | IBMO | 21,367 | 219 | 574,000 | 5,000 | $26.86 |
| 09/30/2021 | iSHARES TRUST | IBMO | 21,148 | 401 | 569,000 | 9,000 | $26.91 |
| 06/30/2021 | iSHARES TRUST | IBMO | 20,747 | 4,137 | 560,000 | 114,000 | $26.99 |
| 03/31/2021 | iSHARES TRUST | IBMO | 16,610 | 0 | 446,000 | -4,000 | $26.85 |
| 12/31/2020 | iSHARES TRUST | IBMO | 16,610 | 0 | 450,000 | 3,000 | $27.09 |
| 09/30/2020 | iSHARES TRUST | IBMO | 16,610 | 16,610 | 447,000 | 447,000 | $26.91 |
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