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LIBERTY WEALTH MANAGEMENT LLC
> VLUE
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | VLUE | 5,767 | -14,209 | 540,898,000 | 539,263,000 | $93,791.92 |
| 09/30/2022 | iSHARES TRUST | VLUE | 19,976 | 548 | 1,635,000 | -123,000 | $81.85 |
| 06/30/2022 | iSHARES TRUST | VLUE | 19,428 | -23,541 | 1,758,000 | -2,724,000 | $90.49 |
| 03/31/2022 | iSHARES TRUST | VLUE | 42,969 | -20,385 | 4,482,000 | -2,434,000 | $104.31 |
| 12/31/2021 | iSHARES TRUST | VLUE | 63,354 | 401 | 6,916,000 | 576,000 | $109.16 |
| 09/30/2021 | iSHARES TRUST | VLUE | 62,953 | 4,493 | 6,340,000 | 199,000 | $100.71 |
| 06/30/2021 | iSHARES TRUST | VLUE | 6,140,548 | 6,094,280 | 58,460,000 | 54,254,000 | $9.52 |
| 06/30/2021 | iSHARES TRUST | VLUE | 58,460 | 12,192 | 6,141,000 | 1,935,000 | $105.05 |
| 03/31/2021 | iSHARES TRUST | VLUE | 46,268 | 0 | 4,206,000 | 0 | $90.91 |
| 12/31/2020 | iSHARES TRUST | VLUE | 46,268 | 6,134 | 4,206,000 | 1,245,000 | $90.91 |
| 09/30/2020 | iSHARES TRUST | VLUE | 40,134 | 8,141 | 2,961,000 | 649,000 | $73.78 |
| 06/30/2020 | iSHARES TRUST | VLUE | 31,993 | 31,993 | 2,312,000 | 2,312,000 | $72.27 |
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