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XML Financial, LLC
> IWR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWR | 287,035 | -1,983 | 20,940,999,000 | 732,883,000 | $72,956.26 |
| 03/31/2023 | iSHARES TRUST | IWR | 289,018 | -5,567 | 20,208,116,000 | 338,386,000 | $69,919.92 |
| 12/31/2022 | iSHARES TRUST | IWR | 294,585 | 2,574 | 19,869,730,000 | 19,850,849,000 | $67,449.90 |
| 06/30/2022 | iSHARES TRUST | IWR | 292,011 | -758 | 18,881,000 | -3,967,000 | $64.66 |
| 03/31/2022 | iSHARES TRUST | IWR | 292,769 | -1,032 | 22,848,000 | -1,540,000 | $78.04 |
| 12/31/2021 | iSHARES TRUST | IWR | 293,801 | -4,380 | 24,388,000 | 1,064,000 | $83.01 |
| 09/30/2021 | iSHARES TRUST | IWR | 298,181 | -4,378 | 23,324,000 | -651,000 | $78.22 |
| 06/30/2021 | iSHARES TRUST | IWR | 302,559 | -2,926 | 23,975,000 | 1,390,000 | $79.24 |
| 03/31/2021 | iSHARES TRUST | IWR | 305,485 | -1,458 | 22,585,000 | 1,544,000 | $73.93 |
| 12/31/2020 | iSHARES TRUST | IWR | 306,943 | -6,506 | 21,041,000 | 3,055,000 | $68.55 |
| 09/30/2020 | iSHARES TRUST | IWR | 313,449 | -12,482 | 17,986,000 | 516,000 | $57.38 |
| 06/30/2020 | iSHARES TRUST | IWR | 325,931 | 3,974 | 17,470,000 | -1,726,000 | $53.60 |
| 12/31/2019 | iSHARES TRUST | IWR | 321,957 | 321,957 | 19,196,000 | 19,196,000 | $59.62 |
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