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LWM Advisory Services, LLC
> HEFA
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | HEFA | 59,331 | 15,958 | 1,839,249,000 | 668,169,000 | $30,999.80 |
| 12/31/2022 | iSHARES TRUST | HEFA | 43,373 | -11,278 | 1,171,080,000 | 1,169,446,000 | $27,000.21 |
| 09/30/2022 | iSHARES TRUST | HEFA | 54,651 | -1,371 | 1,634,000 | -149,000 | $29.90 |
| 06/30/2022 | iSHARES TRUST | HEFA | 56,022 | 15,889 | 1,783,000 | 421,000 | $31.83 |
| 03/31/2022 | iSHARES TRUST | HEFA | 40,133 | 1,222 | 1,362,000 | -13,000 | $33.94 |
| 12/31/2021 | iSHARES TRUST | HEFA | 38,911 | 38,911 | 1,375,000 | 1,375,000 | $35.34 |
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