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Transamerica Financial Advisors, Inc.
> IWR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWR | 253,111 | 5,938 | 18,485,000 | 1,813,000 | $73.03 |
| 12/31/2022 | iSHARES TRUST | IWR | 247,173 | -9,249 | 16,672,000 | 735,000 | $67.45 |
| 09/30/2022 | iSHARES TRUST | IWR | 256,422 | 12,795 | 15,937,000 | 184,000 | $62.15 |
| 06/30/2022 | iSHARES TRUST | IWR | 243,627 | 241,407 | 15,753,000 | 15,579,000 | $64.66 |
| 03/31/2022 | iSHARES TRUST | IWR | 2,220 | -478 | 174,000 | -50,000 | $78.38 |
| 12/31/2021 | iSHARES TRUST | IWR | 2,698 | -25 | 224,000 | 11,000 | $83.02 |
| 09/30/2021 | iSHARES TRUST | IWR | 2,723 | -210 | 213,000 | -20,000 | $78.22 |
| 06/30/2021 | iSHARES TRUST | IWR | 2,933 | -925 | 233,000 | -32,000 | $79.44 |
| 12/31/2020 | iSHARES TRUST | IWR | 3,858 | -1,496 | 265,000 | -43,000 | $68.69 |
| 09/30/2020 | iSHARES TRUST | IWR | 5,354 | -224,597 | 308,000 | -12,018,000 | $57.53 |
| 06/30/2020 | iSHARES TRUST | IWR | 229,951 | 223,987 | 12,326,000 | 12,068,000 | $53.60 |
| 03/31/2020 | iSHARES TRUST | IWR | 5,964 | -730 | 258,000 | -142,000 | $43.26 |
| 12/31/2019 | iSHARES TRUST | IWR | 6,694 | -1,178 | 400,000 | -41,000 | $59.76 |
| 09/30/2019 | iSHARES TRUST | IWR | 7,872 | -177,125 | 441,000 | -9,895,000 | $56.02 |
| 06/30/2019 | iSHARES TRUST | IWR | 184,997 | 157,749 | 10,336,000 | 8,865,000 | $55.87 |
| 03/31/2019 | iSHARES TRUST | IWR | 27,248 | -195,764 | 1,471,000 | -8,895,000 | $53.99 |
| 12/31/2018 | iSHARES TRUST | IWR | 223,012 | 166,052 | 10,366,000 | -2,194,000 | $46.48 |
| 09/30/2018 | iSHARES TRUST | IWR | 56,960 | -5,320 | 12,560,000 | -652,000 | $220.51 |
| 06/30/2018 | iSHARES TRUST | IWR | 62,280 | 760 | 13,212,000 | 511,000 | $212.14 |
| 03/31/2018 | iSHARES TRUST | IWR | 61,520 | -6,321 | 12,701,000 | -1,419,000 | $206.45 |
| 12/31/2017 | iSHARES TRUST | IWR | 67,841 | -23,104 | 14,120,000 | -3,810,000 | $208.13 |
| 09/30/2017 | iSHARES TRUST | IWR | 90,945 | -5,204 | 17,930,000 | -542,000 | $197.15 |
| 06/30/2017 | iSHARES TRUST | IWR | 96,149 | -10,822 | 18,472,000 | -1,551,000 | $192.12 |
| 03/31/2017 | iSHARES TRUST | IWR | 106,971 | -5,487 | 20,023,000 | -92,000 | $187.18 |
| 12/31/2016 | iSHARES TRUST | IWR | 112,458 | -15,149 | 20,115,000 | -2,130,000 | $178.87 |
| 09/30/2016 | iSHARES TRUST | IWR | 127,607 | -24,415 | 22,245,000 | -3,325,000 | $174.32 |
| 06/30/2016 | iSHARES TRUST | IWR | 152,022 | -32,603 | 25,570,000 | -4,510,000 | $168.20 |
| 03/31/2016 | iSHARES TRUST | IWR | 184,625 | 69,589 | 30,080,000 | 15,137,000 | $162.92 |
| 12/31/2015 | iSHARES TRUST | IWR | 0 | -203,399 | 0 | -31,641,000 | |
| 09/30/2015 | iSHARES TRUST | IWR | 203,399 | 11,132 | 31,641,000 | -1,104,000 | $155.56 |
| 06/30/2015 | iSHARES TRUST | IWR | 192,267 | 12,317 | 32,745,000 | 1,592,000 | $170.31 |
| 03/31/2015 | iSHARES TRUST | IWR | 179,950 | 43,421 | 31,153,000 | 8,347,000 | $173.12 |
| 12/31/2014 | iSHARES TRUST | IWR | 136,529 | 20,017 | 22,806,000 | 6,602,000 | $167.04 |
| 09/30/2014 | iSHARES TRUST | IWR | 129,779 | 13,267 | 20,550,000 | 4,346,000 | $158.35 |
| 06/30/2014 | iSHARES TRUST | IWR | 127,392 | 10,880 | 20,709,000 | 4,505,000 | $162.56 |
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