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LIBERTY WEALTH MANAGEMENT LLC
> IVE
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IVE | 2,607 | -57 | 420,197,000 | 419,855,000 | $161,180.28 |
| 09/30/2022 | iSHARES TRUST | IVE | 2,664 | -7 | 342,000 | -25,000 | $128.38 |
| 06/30/2022 | iSHARES TRUST | IVE | 2,671 | -179 | 367,000 | -76,000 | $137.40 |
| 03/31/2022 | iSHARES TRUST | IVE | 2,850 | 1,493 | 443,000 | 231,000 | $155.44 |
| 12/31/2021 | iSHARES TRUST | IVE | 1,357 | -13 | 212,000 | 13,000 | $156.23 |
| 09/30/2021 | iSHARES TRUST | IVE | 1,370 | 5 | 199,000 | -2,000 | $145.26 |
| 06/30/2021 | iSHARES TRUST | IVE | 201,459 | 200,103 | 1,365,000 | 1,193,000 | $6.78 |
| 06/30/2021 | iSHARES TRUST | IVE | 1,365 | 9 | 201,000 | 29,000 | $147.25 |
| 03/31/2021 | iSHARES TRUST | IVE | 1,356 | 0 | 172,000 | 0 | $126.84 |
| 12/31/2020 | iSHARES TRUST | IVE | 1,356 | 5 | 172,000 | 20,000 | $126.84 |
| 09/30/2020 | iSHARES TRUST | IVE | 1,351 | 938 | 152,000 | 107,000 | $112.51 |
| 06/30/2020 | iSHARES TRUST | IVE | 413 | -20 | 45,000 | 3,000 | $108.96 |
| 03/31/2020 | iSHARES TRUST | IVE | 433 | -355 | 42,000 | -61,000 | $97.00 |
| 12/31/2019 | iSHARES TRUST | IVE | 788 | 10 | 103,000 | 10,000 | $130.71 |
| 09/30/2019 | iSHARES TRUST | IVE | 778 | -53 | 93,000 | -4,000 | $119.54 |
| 06/30/2019 | iSHARES TRUST | IVE | 831 | -212 | 97,000 | -20,000 | $116.73 |
| 03/31/2019 | iSHARES TRUST | IVE | 1,043 | -1,234 | 117,000 | -113,000 | $112.18 |
| 12/31/2018 | iSHARES TRUST | IVE | 2,277 | 2,277 | 230,000 | 230,000 | $101.01 |
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