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Madison Wealth Partners, Inc
> IUSV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IUSV | 205,495 | 3,665 | 16,082,039,000 | 1,826,816,000 | $78,260.00 |
| 12/31/2022 | iSHARES TRUST | IUSV | 201,830 | 8,088 | 14,255,223,000 | 14,242,266,000 | $70,629.85 |
| 06/30/2022 | iSHARES TRUST | IUSV | 193,742 | 8,847 | 12,957,000 | -1,071,000 | $66.88 |
| 03/31/2022 | iSHARES TRUST | IUSV | 184,895 | 9,482 | 14,028,000 | 637,000 | $75.87 |
| 12/31/2021 | iSHARES TRUST | IUSV | 175,413 | 10,031 | 13,391,000 | 1,669,000 | $76.34 |
| 09/30/2021 | iSHARES TRUST | IUSV | 165,382 | 17,419 | 11,722,000 | 1,075,000 | $70.88 |
| 06/30/2021 | iSHARES TRUST | IUSV | 147,963 | 144,324 | 10,647,000 | 10,421,000 | $71.96 |
| 03/31/2021 | iSHARES TRUST | IUSV | 3,639 | 0 | 226,000 | 0 | $62.10 |
| 12/31/2020 | iSHARES TRUST | IUSV | 3,639 | 3,639 | 226,000 | 226,000 | $62.10 |
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