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Balboa Wealth Partners
> IVE
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IVE | 4,349 | -2,457 | 700,948,000 | -286,337,000 | $161,174.52 |
| 12/31/2022 | iSHARES TRUST | IVE | 6,806 | 4,712 | 987,285,000 | 987,016,000 | $145,060.98 |
| 09/30/2022 | iSHARES TRUST | IVE | 2,094 | 2,094 | 269,000 | 269,000 | $128.46 |
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