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Lee Financial Co
> ISTB
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | ISTB | 7,633 | -2,104 | 356,004,000 | -103,145,000 | $46,640.12 |
| 03/31/2023 | iSHARES TRUST | ISTB | 9,737 | -13,700 | 459,149,000 | -629,265,000 | $47,155.08 |
| 12/31/2022 | iSHARES TRUST | ISTB | 23,437 | 2,535 | 1,088,414,000 | 1,087,450,000 | $46,439.99 |
| 09/30/2022 | iSHARES TRUST | ISTB | 20,902 | -34 | 964,000 | -28,000 | $46.12 |
| 06/30/2022 | iSHARES TRUST | ISTB | 20,936 | -154 | 992,000 | -30,000 | $47.38 |
| 03/31/2022 | iSHARES TRUST | ISTB | 21,090 | -27 | 1,022,000 | -43,000 | $48.46 |
| 12/31/2021 | iSHARES TRUST | ISTB | 21,117 | 0 | 1,065,000 | -18,000 | $50.43 |
| 06/30/2021 | iSHARES TRUST | ISTB | 21,117 | 0 | 1,083,000 | 0 | $51.29 |
| 03/31/2021 | iSHARES TRUST | ISTB | 21,117 | 0 | 1,083,000 | -7,000 | $51.29 |
| 12/31/2020 | iSHARES TRUST | ISTB | 21,117 | -14 | 1,090,000 | 1,000 | $51.62 |
| 09/30/2020 | iSHARES TRUST | ISTB | 21,131 | -5,393 | 1,089,000 | -276,000 | $51.54 |
| 06/30/2020 | iSHARES TRUST | ISTB | 26,524 | -5,129 | 1,365,000 | -233,000 | $51.46 |
| 03/31/2020 | iSHARES TRUST | ISTB | 31,653 | -501,752 | 1,598,000 | -25,286,000 | $50.48 |
| 12/31/2019 | iSHARES TRUST | ISTB | 533,405 | 20,792 | 26,884,000 | 1,002,000 | $50.40 |
| 09/30/2019 | iSHARES TRUST | ISTB | 512,613 | 16,811 | 25,882,000 | 879,000 | $50.49 |
| 06/30/2019 | iSHARES TRUST | ISTB | 495,802 | 65 | 25,003,000 | 286,000 | $50.43 |
| 03/31/2019 | iSHARES TRUST | ISTB | 495,737 | 14,796 | 24,717,000 | 1,122,000 | $49.86 |
| 12/31/2018 | iSHARES TRUST | ISTB | 480,941 | 17,517 | 23,595,000 | 887,000 | $49.06 |
| 09/30/2018 | iSHARES TRUST | ISTB | 463,424 | 17,080 | 22,708,000 | 801,000 | $49.00 |
| 06/30/2018 | iSHARES TRUST | ISTB | 446,344 | 98,925 | 21,907,000 | 4,762,000 | $49.08 |
| 03/31/2018 | iSHARES TRUST | ISTB | 347,419 | 60,538 | 17,145,000 | 2,850,000 | $49.35 |
| 12/31/2017 | iSHARES TRUST | ISTB | 286,881 | 70,122 | 14,295,000 | 3,399,000 | $49.83 |
| 09/30/2017 | iSHARES TRUST | ISTB | 216,759 | 48,229 | 10,896,000 | 2,426,000 | $50.27 |
| 06/30/2017 | iSHARES TRUST | ISTB | 168,530 | 11,274 | 8,470,000 | 588,000 | $50.26 |
| 03/31/2017 | iSHARES TRUST | ISTB | 157,256 | 157,256 | 7,882,000 | 7,882,000 | $50.12 |
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