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Lutz Financial Services LLC
> IJR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IJR | 171,254 | 708 | 17,065,457,000 | 924,948,000 | $99,649.98 |
| 12/31/2022 | iSHARES TRUST | IJR | 170,546 | 14,221 | 16,140,509,000 | 16,126,063,000 | $94,640.21 |
| 06/30/2022 | iSHARES TRUST | IJR | 156,325 | -7,922 | 14,446,000 | -3,273,000 | $92.41 |
| 03/31/2022 | iSHARES TRUST | IJR | 164,247 | 13,032 | 17,719,000 | 403,000 | $107.88 |
| 12/31/2021 | iSHARES TRUST | IJR | 151,215 | 661 | 17,316,000 | 877,000 | $114.51 |
| 09/30/2021 | iSHARES TRUST | IJR | 150,554 | -735 | 16,439,000 | -654,000 | $109.19 |
| 06/30/2021 | iSHARES TRUST | IJR | 151,289 | 3,753 | 17,093,000 | 3,534,000 | $112.98 |
| 12/31/2020 | iSHARES TRUST | IJR | 147,536 | 2,158 | 13,559,000 | 3,349,000 | $91.90 |
| 09/30/2020 | iSHARES TRUST | IJR | 145,378 | -3,977 | 10,210,000 | 11,000 | $70.23 |
| 06/30/2020 | iSHARES TRUST | IJR | 149,355 | 32,571 | 10,199,000 | 3,646,000 | $68.29 |
| 03/31/2020 | iSHARES TRUST | IJR | 116,784 | -41,792 | 6,553,000 | -6,744,000 | $56.11 |
| 12/31/2019 | iSHARES TRUST | IJR | 158,576 | 7,128 | 13,297,000 | 1,508,000 | $83.85 |
| 09/30/2019 | iSHARES TRUST | IJR | 151,448 | -13,809 | 11,789,000 | -1,147,000 | $77.84 |
| 06/30/2019 | iSHARES TRUST | IJR | 165,257 | 14,058 | 12,936,000 | 1,271,000 | $78.28 |
| 03/31/2019 | iSHARES TRUST | IJR | 151,199 | 40,373 | 11,665,000 | 3,983,000 | $77.15 |
| 12/31/2018 | iSHARES TRUST | IJR | 110,826 | 23,755 | 7,682,000 | 86,000 | $69.32 |
| 09/30/2018 | iSHARES TRUST | IJR | 87,071 | 25,384 | 7,596,000 | 2,448,000 | $87.24 |
| 06/30/2018 | iSHARES TRUST | IJR | 61,687 | 10,368 | 5,148,000 | 1,196,000 | $83.45 |
| 03/31/2018 | iSHARES TRUST | IJR | 51,319 | 5,524 | 3,952,000 | 435,000 | $77.01 |
| 12/31/2017 | iSHARES TRUST | IJR | 45,795 | 45,795 | 3,517,000 | 3,517,000 | $76.80 |
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