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Lutz Financial Services LLC
> IUSV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IUSV | 142,495 | -4,211 | 11,151,659,000 | 789,781,000 | $78,260.00 |
| 12/31/2022 | iSHARES TRUST | IUSV | 146,706 | -44,391 | 10,361,878,000 | 10,349,097,000 | $70,630.23 |
| 06/30/2022 | iSHARES TRUST | IUSV | 191,097 | 46,182 | 12,781,000 | 1,786,000 | $66.88 |
| 03/31/2022 | iSHARES TRUST | IUSV | 144,915 | -200 | 10,995,000 | -83,000 | $75.87 |
| 12/31/2021 | iSHARES TRUST | IUSV | 145,115 | 942 | 11,078,000 | 859,000 | $76.34 |
| 09/30/2021 | iSHARES TRUST | IUSV | 144,173 | 9,551 | 10,219,000 | 532,000 | $70.88 |
| 06/30/2021 | iSHARES TRUST | IUSV | 134,622 | 605 | 9,687,000 | 1,352,000 | $71.96 |
| 12/31/2020 | iSHARES TRUST | IUSV | 134,017 | 1,057 | 8,335,000 | 1,117,000 | $62.19 |
| 09/30/2020 | iSHARES TRUST | IUSV | 132,960 | -280 | 7,218,000 | 259,000 | $54.29 |
| 06/30/2020 | iSHARES TRUST | IUSV | 133,240 | -38,211 | 6,959,000 | -959,000 | $52.23 |
| 03/31/2020 | iSHARES TRUST | IUSV | 171,451 | 130,297 | 7,918,000 | 5,324,000 | $46.18 |
| 12/31/2019 | iSHARES TRUST | IUSV | 41,154 | 398 | 2,594,000 | 238,000 | $63.03 |
| 09/30/2019 | iSHARES TRUST | IUSV | 40,756 | -641 | 2,356,000 | 11,000 | $57.81 |
| 06/30/2019 | iSHARES TRUST | IUSV | 41,397 | 1,265 | 2,345,000 | 145,000 | $56.65 |
| 03/31/2019 | iSHARES TRUST | IUSV | 40,132 | 1,756 | 2,200,000 | 316,000 | $54.82 |
| 12/31/2018 | iSHARES TRUST | IUSV | 38,376 | 38,376 | 1,884,000 | 1,884,000 | $49.09 |
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