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LIBERTY WEALTH MANAGEMENT LLC
> IVV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IVV | 105,378 | 7,158 | 46,968,038,000 | 46,932,820,000 | $445,710.09 |
| 09/30/2022 | iSHARES TRUST | IVV | 98,220 | 5,348 | 35,218,000 | 16,000 | $358.56 |
| 06/30/2022 | iSHARES TRUST | IVV | 92,872 | 7,531 | 35,202,000 | -3,372,000 | $379.04 |
| 03/31/2022 | iSHARES TRUST | IVV | 85,341 | 22,258 | 38,574,000 | 8,584,000 | $452.00 |
| 12/31/2021 | iSHARES TRUST | IVV | 63,083 | 5,951 | 29,990,000 | 5,375,000 | $475.41 |
| 09/30/2021 | iSHARES TRUST | IVV | 57,132 | 1,472 | 24,615,000 | 690,000 | $430.84 |
| 06/30/2021 | iSHARES TRUST | IVV | 55,660 | 12,775 | 23,925,000 | 7,732,000 | $429.84 |
| 06/30/2021 | iSHARES TRUST | IVV | 23,925,331 | 23,882,446 | 55,660,000 | 39,467,000 | $2.33 |
| 03/31/2021 | iSHARES TRUST | IVV | 42,885 | 0 | 16,193,000 | 0 | $377.59 |
| 12/31/2020 | iSHARES TRUST | IVV | 42,885 | 1,914 | 16,193,000 | 2,424,000 | $377.59 |
| 09/30/2020 | iSHARES TRUST | IVV | 40,971 | 4,750 | 13,769,000 | 2,552,000 | $336.07 |
| 06/30/2020 | iSHARES TRUST | IVV | 36,221 | -1,771 | 11,217,000 | 1,341,000 | $309.68 |
| 03/31/2020 | iSHARES TRUST | IVV | 37,992 | 9,885 | 9,876,000 | 791,000 | $259.95 |
| 12/31/2019 | iSHARES TRUST | IVV | 28,107 | 9,086 | 9,085,000 | 3,407,000 | $323.23 |
| 09/30/2019 | iSHARES TRUST | IVV | 19,021 | 1,603 | 5,678,000 | 544,000 | $298.51 |
| 06/30/2019 | iSHARES TRUST | IVV | 17,418 | 3,019 | 5,134,000 | 1,037,000 | $294.75 |
| 03/31/2019 | iSHARES TRUST | IVV | 14,399 | 1,874 | 4,097,000 | 946,000 | $284.53 |
| 12/31/2018 | iSHARES TRUST | IVV | 12,525 | 12,525 | 3,151,000 | 3,151,000 | $251.58 |
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