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O'Brien Wealth Partners LLC
> IWF
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWF | 48,891 | -6 | 13,453,725,000 | 1,506,753,000 | $275,177.95 |
| 03/31/2023 | iSHARES TRUST | IWF | 48,897 | -5,454 | 11,946,972,000 | 11,935,536,000 | $244,329.35 |
| 09/30/2022 | iSHARES TRUST | IWF | 54,351 | 1,702 | 11,436,000 | -78,000 | $210.41 |
| 06/30/2022 | iSHARES TRUST | IWF | 52,649 | 1,933 | 11,514,000 | -159,000 | $218.69 |
| 03/31/2022 | iSHARES TRUST | IWF | 50,716 | 1,010 | 11,673,000 | -2,100,000 | $230.16 |
| 12/31/2021 | iSHARES TRUST | IWF | 49,706 | -1,759 | 13,773,000 | -352,000 | $277.09 |
| 09/30/2021 | iSHARES TRUST | IWF | 51,465 | -6,253 | 14,125,000 | 31,000 | $274.46 |
| 06/30/2021 | iSHARES TRUST | IWF | 52,083 | -5,635 | 14,483,000 | 389,000 | $278.08 |
| 12/31/2020 | iSHARES TRUST | IWF | 57,718 | -3,616 | 14,094,000 | 550,000 | $244.19 |
| 09/30/2020 | iSHARES TRUST | IWF | 61,334 | -3,161 | 13,544,000 | 528,000 | $220.82 |
| 06/30/2020 | iSHARES TRUST | IWF | 64,495 | -2,438 | 13,016,000 | 3,186,000 | $201.81 |
| 03/31/2020 | iSHARES TRUST | IWF | 66,933 | -1,967 | 9,830,000 | -2,447,000 | $146.86 |
| 12/31/2019 | iSHARES TRUST | IWF | 68,900 | -1,007 | 12,277,000 | 1,118,000 | $178.19 |
| 09/30/2019 | iSHARES TRUST | IWF | 69,907 | -13,968 | 11,159,000 | -2,355,000 | $159.63 |
| 06/30/2019 | iSHARES TRUST | IWF | 83,875 | -868 | 13,514,000 | 687,000 | $161.12 |
| 03/31/2019 | iSHARES TRUST | IWF | 84,743 | -248 | 12,827,000 | 1,179,000 | $151.36 |
| 12/31/2018 | iSHARES TRUST | IWF | 84,991 | -4,384 | 11,648,000 | -2,293,000 | $137.05 |
| 09/30/2018 | iSHARES TRUST | IWF | 89,375 | 7,075 | 13,941,000 | 2,106,000 | $155.98 |
| 06/30/2018 | iSHARES TRUST | IWF | 82,300 | -7,279 | 11,835,000 | -356,000 | $143.80 |
| 03/31/2018 | iSHARES TRUST | IWF | 89,579 | -6,933 | 12,191,000 | -807,000 | $136.09 |
| 12/31/2017 | iSHARES TRUST | IWF | 96,512 | -1,876 | 12,998,000 | 694,000 | $134.68 |
| 09/30/2017 | iSHARES TRUST | IWF | 98,388 | -6,135 | 12,304,000 | -136,000 | $125.06 |
| 06/30/2017 | iSHARES TRUST | IWF | 104,523 | -4,083 | 12,440,000 | 81,000 | $119.02 |
| 03/31/2017 | iSHARES TRUST | IWF | 108,606 | -5,047 | 12,359,000 | 437,000 | $113.80 |
| 12/31/2016 | iSHARES TRUST | IWF | 113,653 | -2,158 | 11,922,000 | -142,000 | $104.90 |
| 09/30/2016 | iSHARES TRUST | IWF | 115,811 | 115,811 | 12,064,000 | 12,064,000 | $104.17 |
| 06/30/2016 | iSHARES TRUST | IWF | 117,679 | 117,679 | 11,810,000 | 11,810,000 | $100.36 |
| 03/31/2016 | iSHARES TRUST | IWF | 122,444 | 122,444 | 12,217,000 | 12,217,000 | $99.78 |
| 12/31/2015 | iSHARES TRUST | IWF | 124,871 | 124,871 | 12,422,000 | 12,422,000 | $99.48 |
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