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Powell Investment Advisors, LLC
> IVE
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 03/31/2023 | iSHARES TRUST | IVE | 145,268 | 1,626 | 22,045,870,000 | 1,207,739,000 | $151,759.99 |
| 12/31/2022 | iSHARES TRUST | IVE | 143,642 | -86 | 20,838,131,000 | 20,819,659,000 | $145,069.90 |
| 09/30/2022 | iSHARES TRUST | IVE | 143,728 | 699 | 18,472,000 | -1,189,000 | $128.52 |
| 06/30/2022 | iSHARES TRUST | IVE | 143,029 | 8,924 | 19,661,000 | -1,222,000 | $137.46 |
| 03/31/2022 | iSHARES TRUST | IVE | 134,105 | 6,910 | 20,883,000 | 960,000 | $155.72 |
| 12/31/2021 | iSHARES TRUST | IVE | 127,195 | 5,345 | 19,923,000 | 2,204,000 | $156.63 |
| 09/30/2021 | iSHARES TRUST | IVE | 121,850 | 6,800 | 17,719,000 | 2,990,000 | $145.42 |
| 06/30/2021 | iSHARES TRUST | IVE | 122,506 | 7,456 | 18,087,000 | 3,358,000 | $147.64 |
| 12/31/2020 | iSHARES TRUST | IVE | 115,050 | 1,851 | 14,729,000 | 2,000,000 | $128.02 |
| 09/30/2020 | iSHARES TRUST | IVE | 113,199 | 11,469 | 12,729,000 | 1,721,000 | $112.45 |
| 06/30/2020 | iSHARES TRUST | IVE | 101,730 | 23,781 | 11,008,000 | 3,505,000 | $108.21 |
| 03/31/2020 | iSHARES TRUST | IVE | 77,949 | 12,365 | 7,503,000 | -1,029,000 | $96.26 |
| 12/31/2019 | iSHARES TRUST | IVE | 65,584 | 65,584 | 8,532,000 | 8,532,000 | $130.09 |
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