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Madison Wealth Partners, Inc
> IJR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IJR | 54,537 | 1,140 | 5,434,629,000 | 381,152,000 | $99,650.31 |
| 12/31/2022 | iSHARES TRUST | IJR | 53,397 | -1,892 | 5,053,477,000 | 5,048,368,000 | $94,639.72 |
| 06/30/2022 | iSHARES TRUST | IJR | 55,289 | 2,517 | 5,109,000 | -584,000 | $92.41 |
| 03/31/2022 | iSHARES TRUST | IJR | 52,772 | 1,388 | 5,693,000 | -191,000 | $107.88 |
| 12/31/2021 | iSHARES TRUST | IJR | 51,384 | 4,558 | 5,884,000 | 771,000 | $114.51 |
| 09/30/2021 | iSHARES TRUST | IJR | 46,826 | 1,739 | 5,113,000 | 19,000 | $109.19 |
| 06/30/2021 | iSHARES TRUST | IJR | 45,087 | 3,213 | 5,094,000 | 1,246,000 | $112.98 |
| 03/31/2021 | iSHARES TRUST | IJR | 41,650 | -224 | 3,828,000 | -20,000 | $91.91 |
| 12/31/2020 | iSHARES TRUST | IJR | 41,874 | 41,874 | 3,848,000 | 3,848,000 | $91.89 |
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