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Lutz Financial Services LLC
> TIP
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | TIP | 191,016 | 2,223 | 20,557,134,000 | 461,994,000 | $107,619.96 |
| 12/31/2022 | iSHARES TRUST | TIP | 188,793 | 73,985 | 20,095,140,000 | 20,082,062,000 | $106,440.07 |
| 06/30/2022 | iSHARES TRUST | TIP | 114,808 | 84,310 | 13,078,000 | 9,279,000 | $113.91 |
| 03/31/2022 | iSHARES TRUST | TIP | 30,498 | 1,497 | 3,799,000 | 52,000 | $124.57 |
| 12/31/2021 | iSHARES TRUST | TIP | 29,001 | -45 | 3,747,000 | 38,000 | $129.20 |
| 09/30/2021 | iSHARES TRUST | TIP | 29,046 | -487 | 3,709,000 | -72,000 | $127.69 |
| 06/30/2021 | iSHARES TRUST | TIP | 29,533 | 396 | 3,781,000 | 62,000 | $128.03 |
| 12/31/2020 | iSHARES TRUST | TIP | 29,137 | -538 | 3,719,000 | -35,000 | $127.64 |
| 09/30/2020 | iSHARES TRUST | TIP | 29,675 | -810 | 3,754,000 | 4,000 | $126.50 |
| 06/30/2020 | iSHARES TRUST | TIP | 30,485 | -1,328 | 3,750,000 | -1,000 | $123.01 |
| 03/31/2020 | iSHARES TRUST | TIP | 31,813 | -1,927 | 3,751,000 | -182,000 | $117.91 |
| 12/31/2019 | iSHARES TRUST | TIP | 33,740 | -1,263 | 3,933,000 | -137,000 | $116.57 |
| 09/30/2019 | iSHARES TRUST | TIP | 35,003 | 2,398 | 4,070,000 | 304,000 | $116.28 |
| 06/30/2019 | iSHARES TRUST | TIP | 32,605 | -2,745 | 3,766,000 | -231,000 | $115.50 |
| 03/31/2019 | iSHARES TRUST | TIP | 35,350 | -503 | 3,997,000 | 71,000 | $113.07 |
| 12/31/2018 | iSHARES TRUST | TIP | 35,853 | -549 | 3,926,000 | -101,000 | $109.50 |
| 09/30/2018 | iSHARES TRUST | TIP | 36,402 | 5,908 | 4,027,000 | 585,000 | $110.63 |
| 06/30/2018 | iSHARES TRUST | TIP | 30,494 | -384 | 3,442,000 | -49,000 | $112.87 |
| 03/31/2018 | iSHARES TRUST | TIP | 30,878 | -331 | 3,491,000 | -69,000 | $113.06 |
| 12/31/2017 | iSHARES TRUST | TIP | 31,209 | 31,209 | 3,560,000 | 3,560,000 | $114.07 |
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