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Lee Financial Co
> IBMM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IBMM | 0 | -67,920 | 0 | -1,757,091,000 | |
| 03/31/2023 | iSHARES TRUST | IBMM | 67,920 | 0 | 1,757,091,000 | 8,151,000 | $25,870.01 |
| 12/31/2022 | iSHARES TRUST | IBMM | 67,920 | 0 | 1,748,940,000 | 1,747,208,000 | $25,750.00 |
| 09/30/2022 | iSHARES TRUST | IBMM | 67,920 | 9,670 | 1,732,000 | 218,000 | $25.50 |
| 06/30/2022 | iSHARES TRUST | IBMM | 58,250 | 58,250 | 1,514,000 | 1,514,000 | $25.99 |
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