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TriaGen Wealth Management LLC
> IUSV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IUSV | 17,439 | -4,825 | 1,364,787,000 | 1,363,298,000 | $78,260.62 |
| 06/30/2022 | iSHARES TRUST | IUSV | 22,264 | 0 | 1,489,000 | -200,000 | $66.88 |
| 03/31/2022 | iSHARES TRUST | IUSV | 22,264 | -85 | 1,689,000 | -17,000 | $75.86 |
| 12/31/2021 | iSHARES TRUST | IUSV | 22,349 | -253 | 1,706,000 | 104,000 | $76.33 |
| 09/30/2021 | iSHARES TRUST | IUSV | 22,602 | -76 | 1,602,000 | -41,000 | $70.88 |
| 06/30/2021 | iSHARES TRUST | IUSV | 22,678 | -491 | 1,643,000 | 47,000 | $72.45 |
| 03/31/2021 | iSHARES TRUST | IUSV | 23,169 | 1 | 1,596,000 | 155,000 | $68.89 |
| 12/31/2020 | iSHARES TRUST | IUSV | 23,168 | 23,168 | 1,441,000 | 1,441,000 | $62.20 |
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