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WADE G W & INC
> IJR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IJR | 405,535 | -648 | 40,412,000 | 1,134,000 | $99.65 |
| 03/31/2023 | iSHARES TRUST | IJR | 406,183 | 92,063 | 39,278,000 | 11,890,000 | $96.70 |
| 09/30/2022 | iSHARES TRUST | IJR | 314,120 | 23,947 | 27,388,000 | 573,000 | $87.19 |
| 06/30/2022 | iSHARES TRUST | IJR | 290,173 | 3,454 | 26,815,000 | -4,116,000 | $92.41 |
| 03/31/2022 | iSHARES TRUST | IJR | 286,719 | 42,526 | 30,931,000 | 2,969,000 | $107.88 |
| 12/31/2021 | iSHARES TRUST | IJR | 244,193 | 14,209 | 27,962,000 | 2,850,000 | $114.51 |
| 09/30/2021 | iSHARES TRUST | IJR | 229,984 | 22,257 | 25,112,000 | 1,643,000 | $109.19 |
| 06/30/2021 | iSHARES TRUST | IJR | 207,727 | 7,429 | 23,469,000 | 1,731,000 | $112.98 |
| 03/31/2021 | iSHARES TRUST | IJR | 200,298 | 34,791 | 21,738,000 | 6,528,000 | $108.53 |
| 12/31/2020 | iSHARES TRUST | IJR | 165,507 | 31,083 | 15,210,000 | 5,769,000 | $91.90 |
| 09/30/2020 | iSHARES TRUST | IJR | 134,424 | 2,989 | 9,441,000 | 465,000 | $70.23 |
| 06/30/2020 | iSHARES TRUST | IJR | 131,435 | -17,518 | 8,976,000 | 618,000 | $68.29 |
| 03/31/2020 | iSHARES TRUST | IJR | 148,953 | -169,527 | 8,358,000 | -18,347,000 | $56.11 |
| 12/31/2019 | iSHARES TRUST | IJR | 318,480 | 21,550 | 26,705,000 | 3,592,000 | $83.85 |
| 09/30/2019 | iSHARES TRUST | IJR | 296,930 | 21,614 | 23,113,000 | 1,561,000 | $77.84 |
| 06/30/2019 | iSHARES TRUST | IJR | 275,316 | 19,572 | 21,552,000 | 1,821,000 | $78.28 |
| 03/31/2019 | iSHARES TRUST | IJR | 255,744 | 28,761 | 19,731,000 | 3,997,000 | $77.15 |
| 12/31/2018 | iSHARES TRUST | IJR | 226,983 | 205,421 | 15,734,000 | 13,853,000 | $69.32 |
| 09/30/2018 | iSHARES TRUST | IJR | 21,562 | 7,879 | 1,881,000 | 739,000 | $87.24 |
| 06/30/2018 | iSHARES TRUST | IJR | 13,683 | 3,326 | 1,142,000 | 344,000 | $83.46 |
| 03/31/2018 | iSHARES TRUST | IJR | 10,357 | 10,357 | 798,000 | 798,000 | $77.05 |
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