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Family Firm, Inc.
> IYE
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IYE | 15,615 | -25 | 668,949,000 | -58,172,000 | $42,840.15 |
| 12/31/2022 | iSHARES TRUST | IYE | 15,640 | 317 | 727,121,000 | 726,519,000 | $46,491.11 |
| 09/30/2022 | iSHARES TRUST | IYE | 15,323 | -1,568 | 602,000 | 94,000 | $39.29 |
| 06/30/2022 | iSHARES TRUST | IYE | 15,553 | 126 | 593,000 | -38,000 | $38.13 |
| 03/31/2022 | iSHARES TRUST | IYE | 15,427 | -1,464 | 631,000 | 123,000 | $40.90 |
| 12/31/2021 | iSHARES TRUST | IYE | 16,891 | -1,654 | 508,000 | -80,000 | $30.08 |
| 09/30/2021 | iSHARES TRUST | IYE | 18,545 | 153 | 588,000 | 53,000 | $31.71 |
| 06/30/2021 | iSHARES TRUST | IYE | 18,392 | 169 | 535,000 | 57,000 | $29.09 |
| 03/31/2021 | iSHARES TRUST | IYE | 18,223 | -3,953 | 478,000 | -28,000 | $26.23 |
| 12/31/2020 | iSHARES TRUST | IYE | 22,176 | 228 | 506,000 | 156,000 | $22.82 |
| 09/30/2020 | iSHARES TRUST | IYE | 21,948 | 360 | 350,000 | -82,000 | $15.95 |
| 06/30/2020 | iSHARES TRUST | IYE | 21,588 | 3,200 | 432,000 | 150,000 | $20.01 |
| 03/31/2020 | iSHARES TRUST | IYE | 18,388 | 4,798 | 282,000 | -155,000 | $15.34 |
| 12/31/2019 | iSHARES TRUST | IYE | 13,590 | 290 | 437,000 | 15,000 | $32.16 |
| 09/30/2019 | iSHARES TRUST | IYE | 13,300 | 0 | 422,000 | -36,000 | $31.73 |
| 06/30/2019 | iSHARES TRUST | IYE | 13,300 | 537 | 458,000 | -2,000 | $34.44 |
| 03/31/2019 | iSHARES TRUST | IYE | 12,763 | 3,036 | 460,000 | 157,000 | $36.04 |
| 12/31/2018 | iSHARES TRUST | IYE | 9,727 | 4,186 | 303,000 | 71,000 | $31.15 |
| 09/30/2018 | iSHARES TRUST | IYE | 5,541 | -1,157 | 232,000 | -49,000 | $41.87 |
| 06/30/2018 | iSHARES TRUST | IYE | 6,698 | -465 | 281,000 | 16,000 | $41.95 |
| 03/31/2018 | iSHARES TRUST | IYE | 7,163 | 7,163 | 265,000 | 265,000 | $37.00 |
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