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Capasso Planning Partners LLC
> IVV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IVV | 667 | 1 | 297,357,000 | 41,625,000 | $445,812.59 |
| 12/31/2022 | iSHARES TRUST | IVV | 666 | 1 | 255,732,000 | 255,494,000 | $383,981.98 |
| 09/30/2022 | iSHARES TRUST | IVV | 665 | -893 | 238,000 | -353,000 | $357.89 |
| 06/30/2022 | iSHARES TRUST | IVV | 1,558 | 895 | 591,000 | 290,000 | $379.33 |
| 03/31/2022 | iSHARES TRUST | IVV | 663 | -277 | 301,000 | -147,000 | $454.00 |
| 12/31/2021 | iSHARES TRUST | IVV | 940 | 940 | 448,000 | 448,000 | $476.60 |
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