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Milestone Advisory Partners
> USMV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | USMV | 35,332 | -5,502 | 2,626,228,000 | -344,037,000 | $74,330.01 |
| 03/31/2023 | iSHARES TRUST | USMV | 40,834 | -901 | 2,970,265,000 | -38,829,000 | $72,740.00 |
| 12/31/2022 | iSHARES TRUST | USMV | 41,735 | -1,610 | 3,009,094,000 | 3,006,229,000 | $72,100.01 |
| 09/30/2022 | iSHARES TRUST | USMV | 43,345 | 163 | 2,865,000 | -204,000 | $66.10 |
| 06/30/2022 | iSHARES TRUST | USMV | 43,182 | -28,765 | 3,069,000 | -2,512,000 | $71.07 |
| 03/31/2022 | iSHARES TRUST | USMV | 71,947 | -4,270 | 5,581,000 | -21,000 | $77.57 |
| 09/30/2021 | iSHARES TRUST | USMV | 76,217 | -1,104 | 5,602,000 | -90,000 | $73.50 |
| 06/30/2021 | iSHARES TRUST | USMV | 77,321 | -3,820 | 5,692,000 | 184,000 | $73.62 |
| 03/31/2021 | iSHARES TRUST | USMV | 78,316 | -2,825 | 5,419,000 | -89,000 | $69.19 |
| 12/31/2020 | iSHARES TRUST | USMV | 81,141 | -74,284 | 5,508,000 | -4,397,000 | $67.88 |
| 09/30/2020 | iSHARES TRUST | USMV | 155,425 | 9,056 | 9,905,000 | 1,031,000 | $63.73 |
| 06/30/2020 | iSHARES TRUST | USMV | 146,369 | 146,369 | 8,874,000 | 8,874,000 | $60.63 |
| 03/31/2020 | iSHARES TRUST | USMV | 53,579 | 53,579 | 2,894,000 | 2,894,000 | $54.01 |
| 12/31/2019 | iSHARES TRUST | USMV | 51,998 | 51,998 | 3,411,000 | 3,411,000 | $65.60 |
| 09/30/2019 | iSHARES TRUST | USMV | 52,786 | 5,994 | 3,384,000 | 496,000 | $64.11 |
| 06/30/2019 | iSHARES TRUST | USMV | 46,792 | 46,792 | 2,888,000 | 2,888,000 | $61.72 |
| 03/31/2019 | iSHARES TRUST | USMV | 40,629 | 40,629 | 2,389,000 | 2,389,000 | $58.80 |
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