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Falcon Wealth Planning
> SCZ
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | iSHARES TRUST | SCZ | 289,864 | 29,640 | 16,368,622,000 | 1,020,582,000 | $56,470.01 |
| 06/30/2023 | iSHARES TRUST | SCZ | 260,224 | 17,064 | 15,348,040,000 | 877,608,000 | $58,980.11 |
| 03/31/2023 | iSHARES TRUST | SCZ | 243,160 | 16,324 | 14,470,432,000 | 1,658,751,000 | $59,509.92 |
| 12/31/2022 | iSHARES TRUST | SCZ | 226,836 | 72,684 | 12,811,681,000 | 12,801,455,000 | $56,479.93 |
| 03/31/2022 | iSHARES TRUST | SCZ | 154,152 | 22,000 | 10,226,000 | 567,000 | $66.34 |
| 12/31/2021 | iSHARES TRUST | SCZ | 132,152 | 11,915 | 9,659,000 | 712,000 | $73.09 |
| 09/30/2021 | iSHARES TRUST | SCZ | 120,237 | 14,015 | 8,947,000 | 1,070,000 | $74.41 |
| 06/30/2021 | iSHARES TRUST | SCZ | 106,222 | 7,958 | 7,877,000 | 818,000 | $74.16 |
| 03/31/2021 | iSHARES TRUST | SCZ | 98,264 | 6,282 | 7,059,000 | 772,000 | $71.84 |
| 12/31/2020 | iSHARES TRUST | SCZ | 91,982 | 91,982 | 6,287,000 | 6,287,000 | $68.35 |
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