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TCWP LLC
> EFG
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | EFG | 68,501 | 549 | 6,535,720,000 | 169,971,000 | $95,410.58 |
| 03/31/2023 | iSHARES TRUST | EFG | 67,952 | -17,595 | 6,365,749,000 | 6,358,864,000 | $93,680.08 |
| 06/30/2022 | iSHARES TRUST | EFG | 85,547 | -5,011 | 6,885,000 | -1,833,000 | $80.48 |
| 03/31/2022 | iSHARES TRUST | EFG | 90,558 | 90,558 | 8,718,000 | 8,718,000 | $96.27 |
| 12/31/2021 | iSHARES TRUST | EFG | 99,399 | 99,399 | 10,962,000 | 10,962,000 | $110.28 |
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