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Physician Wealth Advisors, Inc.
> IVE
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | iSHARES TRUST | IVE | 1,362 | -298 | 209,843,000 | -58,263,000 | $154,069.75 |
| 06/30/2023 | iSHARES TRUST | IVE | 1,660 | -264 | 268,106,000 | -25,524,000 | $161,509.64 |
| 12/31/2022 | iSHARES TRUST | IVE | 1,924 | 18 | 293,630,000 | 293,372,000 | $152,614.35 |
| 09/30/2022 | iSHARES TRUST | IVE | 1,906 | 258 | 258,000 | 19,000 | $135.36 |
| 06/30/2022 | iSHARES TRUST | IVE | 1,648 | -2,468 | 239,000 | -390,000 | $145.02 |
| 03/31/2022 | iSHARES TRUST | IVE | 4,116 | 53 | 629,000 | 32,000 | $152.82 |
| 06/30/2021 | iSHARES TRUST | IVE | 4,063 | 111 | 597,000 | 30,000 | $146.94 |
| 03/31/2021 | iSHARES TRUST | IVE | 3,952 | 19 | 567,000 | 40,000 | $143.47 |
| 12/31/2020 | iSHARES TRUST | IVE | 3,933 | 32 | 527,000 | 88,000 | $133.99 |
| 09/30/2020 | iSHARES TRUST | IVE | 3,901 | 99 | 439,000 | -3,000 | $112.54 |
| 06/30/2020 | iSHARES TRUST | IVE | 3,802 | 239 | 442,000 | 76,000 | $116.25 |
| 03/31/2020 | iSHARES TRUST | IVE | 3,563 | -356 | 366,000 | -145,000 | $102.72 |
| 12/31/2019 | iSHARES TRUST | IVE | 3,919 | -268 | 511,000 | -21,000 | $130.39 |
| 09/30/2019 | iSHARES TRUST | IVE | 4,187 | 4,187 | 532,000 | 532,000 | $127.06 |
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