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AVANTAX ADVISORY SERVICES, INC.
> IWR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWR | 1,181,407 | -94,845 | 86,278,130,000 | 86,198,811,000 | $73,029.98 |
| 09/30/2022 | iSHARES TRUST | IWR | 1,276,252 | 46,142 | 79,319,000 | -220,000 | $62.15 |
| 06/30/2022 | iSHARES TRUST | IWR | 1,230,110 | 119,591 | 79,539,000 | -8,478,000 | $64.66 |
| 06/30/2021 | iSHARES TRUST | IWR | 1,110,519 | 29,384 | 88,017,000 | 13,899,000 | $79.26 |
| 12/31/2020 | iSHARES TRUST | IWR | 1,081,135 | -669,237 | 74,118,000 | -26,346,000 | $68.56 |
| 09/30/2020 | iSHARES TRUST | IWR | 1,750,372 | 630,079 | 100,464,000 | 40,393,000 | $57.40 |
| 06/30/2020 | iSHARES TRUST | IWR | 1,120,293 | -2,245,802 | 60,071,000 | -85,280,000 | $53.62 |
| 03/31/2020 | iSHARES TRUST | IWR | 3,366,095 | 84,316 | 145,351,000 | -50,182,000 | $43.18 |
| 12/31/2019 | iSHARES TRUST | IWR | 3,281,779 | 174,678 | 195,533,000 | 21,738,000 | $59.58 |
| 09/30/2019 | iSHARES TRUST | IWR | 3,107,101 | 182,103 | 173,795,000 | 10,375,000 | $55.93 |
| 06/30/2019 | iSHARES TRUST | IWR | 2,924,998 | 264,595 | 163,420,000 | 19,891,000 | $55.87 |
| 03/31/2019 | iSHARES TRUST | IWR | 2,660,403 | 2,376,572 | 143,529,000 | 130,890,000 | $53.95 |
| 12/31/2018 | iSHARES TRUST | IWR | 283,831 | 283,831 | 12,639,000 | 12,639,000 | $44.53 |
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