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Keystone Financial Group
> ISI
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | ISI | 217,544 | 17,009 | 21,284,526,000 | 4,279,121,000 | $97,840.10 |
| 12/31/2022 | iSHARES TRUST | ISI | 200,535 | 8,890 | 17,005,405,000 | 16,990,162,000 | $84,800.18 |
| 09/30/2022 | iSHARES TRUST | ISI | 191,645 | -4,208 | 15,243,000 | -1,166,000 | $79.54 |
| 06/30/2022 | iSHARES TRUST | ISI | 195,853 | 6,462 | 16,409,000 | -2,708,000 | $83.78 |
| 03/31/2022 | iSHARES TRUST | ISI | 189,391 | 10,876 | 19,117,000 | 19,000 | $100.94 |
| 12/31/2021 | iSHARES TRUST | ISI | 178,515 | -291 | 19,098,000 | 1,507,000 | $106.98 |
| 09/30/2021 | iSHARES TRUST | ISI | 178,806 | -1,406 | 17,591,000 | -207,000 | $98.38 |
| 06/30/2021 | iSHARES TRUST | ISI | 180,212 | 5,839 | 17,798,000 | 1,825,000 | $98.76 |
| 03/31/2021 | iSHARES TRUST | ISI | 174,373 | 7,099 | 15,973,000 | 1,551,000 | $91.60 |
| 12/31/2020 | iSHARES TRUST | ISI | 167,274 | 8,124 | 14,422,000 | 2,408,000 | $86.22 |
| 09/30/2020 | iSHARES TRUST | ISI | 159,150 | 1,310 | 12,014,000 | 1,054,000 | $75.49 |
| 06/30/2020 | iSHARES TRUST | ISI | 157,840 | 36,921 | 10,960,000 | 2,170,000 | $69.44 |
| 03/31/2020 | iSHARES TRUST | ISI | 151,166 | 30,247 | 8,648,000 | -142,000 | $57.21 |
| 12/31/2019 | iSHARES TRUST | ISI | 120,919 | 44,107 | 8,790,000 | 3,638,000 | $72.69 |
| 09/30/2019 | iSHARES TRUST | ISI | 76,812 | 34,709 | 5,152,000 | 2,347,000 | $67.07 |
| 06/30/2019 | iSHARES TRUST | ISI | 42,103 | 1,156 | 2,805,000 | 168,000 | $66.62 |
| 03/31/2019 | iSHARES TRUST | ISI | 40,947 | 1,434 | 2,637,000 | 394,000 | $64.40 |
| 12/31/2018 | iSHARES TRUST | ISI | 39,513 | 1,958 | 2,243,000 | -264,000 | $56.77 |
| 09/30/2018 | iSHARES TRUST | ISI | 37,555 | 3,049 | 2,507,000 | 343,000 | $66.76 |
| 06/30/2018 | iSHARES TRUST | ISI | 34,506 | -163,309 | 2,164,000 | -11,284,000 | $62.71 |
| 03/31/2018 | iSHARES TRUST | ISI | 197,815 | 197,815 | 13,448,000 | 13,448,000 | $67.98 |
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