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LYELL WEALTH MANAGEMENT, LP
> IWR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWR | 11,385 | -2,975 | 831,447,000 | -172,604,000 | $73,030.04 |
| 03/31/2023 | iSHARES TRUST | IWR | 14,360 | 240 | 1,004,051,000 | 51,657,000 | $69,919.99 |
| 12/31/2022 | iSHARES TRUST | IWR | 14,120 | -2,880 | 952,394,000 | 951,295,000 | $67,450.00 |
| 06/30/2022 | iSHARES TRUST | IWR | 17,000 | 1,500 | 1,099,000 | -111,000 | $64.65 |
| 03/31/2022 | iSHARES TRUST | IWR | 15,500 | 3,415 | 1,210,000 | 207,000 | $78.06 |
| 12/31/2021 | iSHARES TRUST | IWR | 12,085 | -760 | 1,003,000 | 53,000 | $83.00 |
| 03/31/2021 | iSHARES TRUST | IWR | 12,845 | 6,725 | 950,000 | 530,000 | $73.96 |
| 12/31/2020 | iSHARES TRUST | IWR | 6,120 | 6,120 | 420,000 | 420,000 | $68.63 |
| 03/31/2020 | iSHARES TRUST | IWR | 0 | -3,794 | 0 | -226,000 | |
| 12/31/2019 | iSHARES TRUST | IWR | 3,794 | 3,794 | 226,000 | 226,000 | $59.57 |
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