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Lutz Financial Services LLC
> IWN
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWN | 4,521 | -21 | 636,557,000 | 6,718,000 | $140,800.04 |
| 12/31/2022 | iSHARES TRUST | IWN | 4,542 | 0 | 629,839,000 | 629,221,000 | $138,669.97 |
| 06/30/2022 | iSHARES TRUST | IWN | 4,542 | 0 | 618,000 | -115,000 | $136.06 |
| 03/31/2022 | iSHARES TRUST | IWN | 4,542 | 0 | 733,000 | -21,000 | $161.38 |
| 12/31/2021 | iSHARES TRUST | IWN | 4,542 | 0 | 754,000 | 26,000 | $166.01 |
| 09/30/2021 | iSHARES TRUST | IWN | 4,542 | 0 | 728,000 | -25,000 | $160.28 |
| 06/30/2021 | iSHARES TRUST | IWN | 4,542 | 0 | 753,000 | 155,000 | $165.79 |
| 12/31/2020 | iSHARES TRUST | IWN | 4,542 | 0 | 598,000 | 147,000 | $131.66 |
| 09/30/2020 | iSHARES TRUST | IWN | 4,542 | 0 | 451,000 | 8,000 | $99.30 |
| 06/30/2020 | iSHARES TRUST | IWN | 4,542 | 0 | 443,000 | 70,000 | $97.53 |
| 03/31/2020 | iSHARES TRUST | IWN | 4,542 | 0 | 373,000 | -211,000 | $82.12 |
| 12/31/2019 | iSHARES TRUST | IWN | 4,542 | 0 | 584,000 | 42,000 | $128.58 |
| 09/30/2019 | iSHARES TRUST | IWN | 4,542 | 0 | 542,000 | -5,000 | $119.33 |
| 06/30/2019 | iSHARES TRUST | IWN | 4,542 | -249 | 547,000 | -27,000 | $120.43 |
| 03/31/2019 | iSHARES TRUST | IWN | 4,791 | 0 | 574,000 | 59,000 | $119.81 |
| 12/31/2018 | iSHARES TRUST | IWN | 4,791 | 249 | 515,000 | -89,000 | $107.49 |
| 09/30/2018 | iSHARES TRUST | IWN | 4,542 | 0 | 604,000 | 5,000 | $132.98 |
| 06/30/2018 | iSHARES TRUST | IWN | 4,542 | 0 | 599,000 | 45,000 | $131.88 |
| 03/31/2018 | iSHARES TRUST | IWN | 4,542 | 0 | 554,000 | -17,000 | $121.97 |
| 12/31/2017 | iSHARES TRUST | IWN | 4,542 | 4,542 | 571,000 | 571,000 | $125.72 |
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