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Consolidated Planning Corp
> MTUM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | MTUM | 50,953 | 4,938 | 7,353,729,000 | 638,822,000 | $144,323.77 |
| 12/31/2022 | iSHARES TRUST | MTUM | 46,015 | 3,218 | 6,714,907,000 | 6,709,293,000 | $145,928.65 |
| 09/30/2022 | iSHARES TRUST | MTUM | 42,797 | -542 | 5,614,000 | -296,000 | $131.18 |
| 06/30/2022 | iSHARES TRUST | MTUM | 43,339 | 7,890 | 5,910,000 | -55,000 | $136.37 |
| 03/31/2022 | iSHARES TRUST | MTUM | 35,449 | 457 | 5,965,000 | -397,000 | $168.27 |
| 12/31/2021 | iSHARES TRUST | MTUM | 34,992 | 2,773 | 6,362,000 | 704,000 | $181.81 |
| 09/30/2021 | iSHARES TRUST | MTUM | 32,219 | 1,150 | 5,658,000 | 270,000 | $175.61 |
| 06/30/2021 | iSHARES TRUST | MTUM | 31,069 | 429 | 5,388,000 | 460,000 | $173.42 |
| 03/31/2021 | iSHARES TRUST | MTUM | 30,640 | 1,252 | 4,928,000 | 188,000 | $160.84 |
| 12/31/2020 | iSHARES TRUST | MTUM | 29,388 | 679 | 4,740,000 | 509,000 | $161.29 |
| 09/30/2020 | iSHARES TRUST | MTUM | 28,709 | -529 | 4,231,000 | 401,000 | $147.38 |
| 06/30/2020 | iSHARES TRUST | MTUM | 29,238 | 3,171 | 3,830,000 | 1,054,000 | $130.99 |
| 03/31/2020 | iSHARES TRUST | MTUM | 26,067 | 26,067 | 2,776,000 | 2,776,000 | $106.49 |
| 12/31/2019 | iSHARES TRUST | MTUM | 22,908 | 22,908 | 2,876,000 | 2,876,000 | $125.55 |
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