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Lutz Financial Services LLC
> IVE
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IVE | 125,802 | -2,986 | 20,278,005,000 | 1,594,790,000 | $161,189.85 |
| 12/31/2022 | iSHARES TRUST | IVE | 128,788 | -5,110 | 18,683,215,000 | 18,664,809,000 | $145,069.53 |
| 06/30/2022 | iSHARES TRUST | IVE | 133,898 | -800 | 18,406,000 | -2,569,000 | $137.46 |
| 03/31/2022 | iSHARES TRUST | IVE | 134,698 | -1,112 | 20,975,000 | -297,000 | $155.72 |
| 12/31/2021 | iSHARES TRUST | IVE | 135,810 | -3,126 | 21,272,000 | 1,068,000 | $156.63 |
| 09/30/2021 | iSHARES TRUST | IVE | 138,936 | -1,498 | 20,204,000 | -530,000 | $145.42 |
| 06/30/2021 | iSHARES TRUST | IVE | 140,434 | -8,164 | 20,734,000 | 1,710,000 | $147.64 |
| 12/31/2020 | iSHARES TRUST | IVE | 148,598 | -1,822 | 19,024,000 | 2,109,000 | $128.02 |
| 09/30/2020 | iSHARES TRUST | IVE | 150,420 | -1,903 | 16,915,000 | 432,000 | $112.45 |
| 06/30/2020 | iSHARES TRUST | IVE | 152,323 | -2,864 | 16,483,000 | 1,546,000 | $108.21 |
| 03/31/2020 | iSHARES TRUST | IVE | 155,187 | -17,426 | 14,937,000 | -7,518,000 | $96.25 |
| 12/31/2019 | iSHARES TRUST | IVE | 172,613 | -3,542 | 22,455,000 | 1,468,000 | $130.09 |
| 09/30/2019 | iSHARES TRUST | IVE | 176,155 | -1,968 | 20,987,000 | 223,000 | $119.14 |
| 06/30/2019 | iSHARES TRUST | IVE | 178,123 | -3,033 | 20,764,000 | 340,000 | $116.57 |
| 03/31/2019 | iSHARES TRUST | IVE | 181,156 | -3,549 | 20,424,000 | 1,743,000 | $112.74 |
| 12/31/2018 | iSHARES TRUST | IVE | 184,705 | -1,025 | 18,681,000 | -2,834,000 | $101.14 |
| 09/30/2018 | iSHARES TRUST | IVE | 185,730 | 1,014 | 21,515,000 | 1,172,000 | $115.84 |
| 06/30/2018 | iSHARES TRUST | IVE | 184,716 | -1,406 | 20,343,000 | -8,000 | $110.13 |
| 03/31/2018 | iSHARES TRUST | IVE | 186,122 | -4,767 | 20,351,000 | -1,456,000 | $109.34 |
| 12/31/2017 | iSHARES TRUST | IVE | 190,889 | 190,889 | 21,807,000 | 21,807,000 | $114.24 |
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