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Lutz Financial Services LLC
> QUAL
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | QUAL | 73,035 | 7,134 | 9,850,230,000 | 2,340,152,000 | $134,869.99 |
| 12/31/2022 | iSHARES TRUST | QUAL | 65,901 | 25,962 | 7,510,078,000 | 7,505,616,000 | $113,960.00 |
| 06/30/2022 | iSHARES TRUST | QUAL | 39,939 | 74 | 4,462,000 | -905,000 | $111.72 |
| 03/31/2022 | iSHARES TRUST | QUAL | 39,865 | 6,519 | 5,367,000 | 513,000 | $134.63 |
| 12/31/2021 | iSHARES TRUST | QUAL | 33,346 | 7,915 | 4,854,000 | 1,504,000 | $145.56 |
| 09/30/2021 | iSHARES TRUST | QUAL | 25,431 | 8,107 | 3,350,000 | 1,048,000 | $131.73 |
| 06/30/2021 | iSHARES TRUST | QUAL | 17,324 | 17,324 | 2,302,000 | 2,302,000 | $132.88 |
| 03/31/2020 | iSHARES TRUST | QUAL | 0 | -5,686 | 0 | -574,000 | |
| 12/31/2019 | iSHARES TRUST | QUAL | 5,686 | 0 | 574,000 | 49,000 | $100.95 |
| 09/30/2019 | iSHARES TRUST | QUAL | 5,686 | 0 | 525,000 | 5,000 | $92.33 |
| 06/30/2019 | iSHARES TRUST | QUAL | 5,686 | 0 | 520,000 | 17,000 | $91.45 |
| 03/31/2019 | iSHARES TRUST | QUAL | 5,686 | -70,928 | 503,000 | -5,378,000 | $88.46 |
| 12/31/2018 | iSHARES TRUST | QUAL | 76,614 | 64,411 | 5,881,000 | 4,778,000 | $76.76 |
| 09/30/2018 | iSHARES TRUST | QUAL | 12,203 | 12,203 | 1,103,000 | 1,103,000 | $90.39 |
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