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Wealth Dimensions Group, Ltd.
> IVV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IVV | 41,871 | -353 | 18,662,280,000 | 1,304,838,000 | $445,708.96 |
| 03/31/2023 | iSHARES TRUST | IVV | 42,224 | 13,849 | 17,357,442,000 | 17,346,684,000 | $411,080.00 |
| 06/30/2022 | iSHARES TRUST | IVV | 28,375 | -2,962 | 10,758,000 | -3,459,000 | $379.14 |
| 03/31/2022 | iSHARES TRUST | IVV | 31,337 | 7,407 | 14,217,000 | 3,907,000 | $453.68 |
| 09/30/2021 | iSHARES TRUST | IVV | 23,930 | -464 | 10,310,000 | -177,000 | $430.84 |
| 06/30/2021 | iSHARES TRUST | IVV | 24,394 | -249 | 10,487,000 | 683,000 | $429.90 |
| 03/31/2021 | iSHARES TRUST | IVV | 24,643 | -463 | 9,804,000 | 380,000 | $397.84 |
| 12/31/2020 | iSHARES TRUST | IVV | 25,106 | 25,106 | 9,424,000 | 9,424,000 | $375.37 |
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