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WADE G W & INC
> IVE
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IVE | 108,301 | 4,709 | 17,457,000 | 1,736,000 | $161.19 |
| 03/31/2023 | iSHARES TRUST | IVE | 103,592 | 31,134 | 15,721,000 | 6,409,000 | $151.76 |
| 09/30/2022 | iSHARES TRUST | IVE | 72,458 | 3,128 | 9,312,000 | -218,000 | $128.52 |
| 06/30/2022 | iSHARES TRUST | IVE | 69,330 | 5,432 | 9,530,000 | -420,000 | $137.46 |
| 03/31/2022 | iSHARES TRUST | IVE | 63,898 | -27 | 9,950,000 | -63,000 | $155.72 |
| 12/31/2021 | iSHARES TRUST | IVE | 63,925 | -16,702 | 10,013,000 | -1,712,000 | $156.64 |
| 09/30/2021 | iSHARES TRUST | IVE | 80,627 | 3,585 | 11,725,000 | 351,000 | $145.42 |
| 06/30/2021 | iSHARES TRUST | IVE | 77,042 | 127 | 11,374,000 | 511,000 | $147.63 |
| 03/31/2021 | iSHARES TRUST | IVE | 76,915 | 45,755 | 10,863,000 | 6,874,000 | $141.23 |
| 12/31/2020 | iSHARES TRUST | IVE | 31,160 | 31,160 | 3,989,000 | 3,989,000 | $128.02 |
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