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LIBERTY WEALTH MANAGEMENT LLC
> IYE
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IYE | 8,144 | -27,437 | 348,876,000 | 347,478,000 | $42,838.41 |
| 09/30/2022 | iSHARES TRUST | IYE | 35,581 | -29,487 | 1,398,000 | -1,082,000 | $39.29 |
| 06/30/2022 | iSHARES TRUST | IYE | 65,068 | -48,423 | 2,480,000 | -2,153,000 | $38.11 |
| 03/31/2022 | iSHARES TRUST | IYE | 113,491 | 1,432 | 4,633,000 | 1,274,000 | $40.82 |
| 12/31/2021 | iSHARES TRUST | IYE | 112,059 | 1,134 | 3,359,000 | 224,000 | $29.98 |
| 09/30/2021 | iSHARES TRUST | IYE | 110,925 | -3,478,804 | 3,135,000 | -120,287,000 | $28.26 |
| 06/30/2021 | iSHARES TRUST | IYE | 3,589,729 | 3,589,729 | 123,422,000 | 123,422,000 | $34.38 |
| 06/30/2021 | iSHARES TRUST | IYE | 123,422 | 123,422 | 3,590,000 | 3,590,000 | $29.09 |
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