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O'Brien Wealth Partners LLC
> IWB
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWB | 1,759 | 0 | 428,739,000 | 32,559,000 | $243,740.19 |
| 03/31/2023 | iSHARES TRUST | IWB | 1,759 | 0 | 396,180,000 | 395,833,000 | $225,230.24 |
| 09/30/2022 | iSHARES TRUST | IWB | 1,759 | 0 | 347,000 | -18,000 | $197.27 |
| 06/30/2022 | iSHARES TRUST | IWB | 1,759 | 0 | 365,000 | -20,000 | $207.50 |
| 03/31/2022 | iSHARES TRUST | IWB | 1,759 | 0 | 385,000 | -55,000 | $218.87 |
| 12/31/2021 | iSHARES TRUST | IWB | 1,759 | 0 | 440,000 | 11,000 | $250.14 |
| 09/30/2021 | iSHARES TRUST | IWB | 1,759 | -293 | 429,000 | -15,000 | $243.89 |
| 06/30/2021 | iSHARES TRUST | IWB | 1,759 | -293 | 432,000 | -12,000 | $245.59 |
| 12/31/2020 | iSHARES TRUST | IWB | 2,052 | -311 | 444,000 | -11,000 | $216.37 |
| 09/30/2020 | iSHARES TRUST | IWB | 2,363 | 0 | 455,000 | 41,000 | $192.55 |
| 06/30/2020 | iSHARES TRUST | IWB | 2,363 | 0 | 414,000 | 88,000 | $175.20 |
| 03/31/2020 | iSHARES TRUST | IWB | 2,363 | 0 | 326,000 | -98,000 | $137.96 |
| 12/31/2019 | iSHARES TRUST | IWB | 2,363 | -1,193 | 424,000 | -161,000 | $179.43 |
| 09/30/2019 | iSHARES TRUST | IWB | 3,556 | 0 | 585,000 | -5,000 | $164.51 |
| 06/30/2019 | iSHARES TRUST | IWB | 3,556 | 0 | 590,000 | 31,000 | $165.92 |
| 03/31/2019 | iSHARES TRUST | IWB | 3,556 | 0 | 559,000 | 43,000 | $157.20 |
| 12/31/2018 | iSHARES TRUST | IWB | 3,556 | 2,520 | 516,000 | 348,000 | $145.11 |
| 09/30/2018 | iSHARES TRUST | IWB | 1,036 | 0 | 168,000 | 11,000 | $162.16 |
| 06/30/2018 | iSHARES TRUST | IWB | 1,036 | 0 | 157,000 | 5,000 | $151.54 |
| 03/31/2018 | iSHARES TRUST | IWB | 1,036 | 1,036 | 152,000 | 152,000 | $146.72 |
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