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Wealth Dimensions Group, Ltd.
> IVE
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IVE | 11,679 | -316 | 1,882,537,000 | 62,242,000 | $161,189.91 |
| 03/31/2023 | iSHARES TRUST | IVE | 11,995 | -997 | 1,820,295,000 | 1,818,509,000 | $151,754.48 |
| 06/30/2022 | iSHARES TRUST | IVE | 12,992 | -509 | 1,786,000 | -316,000 | $137.47 |
| 03/31/2022 | iSHARES TRUST | IVE | 13,501 | -363 | 2,102,000 | 86,000 | $155.69 |
| 09/30/2021 | iSHARES TRUST | IVE | 13,864 | -181 | 2,016,000 | -58,000 | $145.41 |
| 06/30/2021 | iSHARES TRUST | IVE | 14,045 | -381 | 2,074,000 | 36,000 | $147.67 |
| 03/31/2021 | iSHARES TRUST | IVE | 14,426 | -136 | 2,038,000 | 174,000 | $141.27 |
| 12/31/2020 | iSHARES TRUST | IVE | 14,562 | 14,562 | 1,864,000 | 1,864,000 | $128.00 |
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