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PHILLIPS FINANCIAL MANAGEMENT, LLC
> IBMN
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IBMN | 58,470 | 3,785 | 1,539,807,000 | 84,639,000 | $26,334.99 |
| 03/31/2023 | iSHARES TRUST | IBMN | 54,685 | 2,015 | 1,455,168,000 | 66,260,000 | $26,610.00 |
| 12/31/2022 | iSHARES TRUST | IBMN | 52,670 | 0 | 1,388,908,000 | 1,387,543,000 | $26,370.00 |
| 09/30/2022 | iSHARES TRUST | IBMN | 52,670 | 10,764 | 1,365,000 | 249,000 | $25.92 |
| 06/30/2022 | iSHARES TRUST | IBMN | 41,906 | 6,021 | 1,116,000 | 159,000 | $26.63 |
| 03/31/2022 | iSHARES TRUST | IBMN | 35,885 | 0 | 957,000 | -43,000 | $26.67 |
| 12/31/2021 | iSHARES TRUST | IBMN | 35,885 | 16,252 | 1,000,000 | 451,000 | $27.87 |
| 09/30/2021 | iSHARES TRUST | IBMN | 19,633 | 3,276 | 549,000 | 91,000 | $27.96 |
| 06/30/2021 | iSHARES TRUST | IBMN | 16,357 | 5,368 | 458,000 | 148,000 | $28.00 |
| 12/31/2020 | iSHARES TRUST | IBMN | 10,989 | 385 | 310,000 | 12,000 | $28.21 |
| 09/30/2020 | iSHARES TRUST | IBMN | 10,604 | 10,604 | 298,000 | 298,000 | $28.10 |
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