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LWM Advisory Services, LLC
> IWV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWV | 3,039 | -259 | 773,402,000 | 45,494,000 | $254,492.27 |
| 12/31/2022 | iSHARES TRUST | IWV | 3,298 | 213 | 727,908,000 | 727,269,000 | $220,711.95 |
| 09/30/2022 | iSHARES TRUST | IWV | 3,085 | 19 | 639,000 | -27,000 | $207.13 |
| 06/30/2022 | iSHARES TRUST | IWV | 3,066 | -35 | 666,000 | -148,000 | $217.22 |
| 03/31/2022 | iSHARES TRUST | IWV | 3,101 | -640 | 814,000 | -224,000 | $262.50 |
| 12/31/2021 | iSHARES TRUST | IWV | 3,741 | 3,741 | 1,038,000 | 1,038,000 | $277.47 |
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