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O'Brien Wealth Partners LLC
> IWV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWV | 54,350 | -184 | 13,830,911,000 | 993,047,000 | $254,478.58 |
| 03/31/2023 | iSHARES TRUST | IWV | 54,534 | -2,951 | 12,837,864,000 | 12,825,962,000 | $235,410.28 |
| 09/30/2022 | iSHARES TRUST | IWV | 57,485 | 1,977 | 11,902,000 | -165,000 | $207.05 |
| 06/30/2022 | iSHARES TRUST | IWV | 55,508 | -209 | 12,067,000 | -705,000 | $217.39 |
| 03/31/2022 | iSHARES TRUST | IWV | 55,717 | -1,660 | 12,772,000 | -2,252,000 | $229.23 |
| 12/31/2021 | iSHARES TRUST | IWV | 57,377 | -1,867 | 15,024,000 | -205,000 | $261.85 |
| 09/30/2021 | iSHARES TRUST | IWV | 59,244 | -4,507 | 15,229,000 | 627,000 | $257.06 |
| 06/30/2021 | iSHARES TRUST | IWV | 60,029 | -3,722 | 15,572,000 | 970,000 | $259.41 |
| 12/31/2020 | iSHARES TRUST | IWV | 63,751 | -3,129 | 14,602,000 | 1,072,000 | $229.05 |
| 09/30/2020 | iSHARES TRUST | IWV | 66,880 | -7,039 | 13,530,000 | -10,000 | $202.30 |
| 06/30/2020 | iSHARES TRUST | IWV | 73,919 | -1,959 | 13,540,000 | 2,601,000 | $183.17 |
| 03/31/2020 | iSHARES TRUST | IWV | 75,878 | -5,556 | 10,939,000 | -4,490,000 | $144.17 |
| 12/31/2019 | iSHARES TRUST | IWV | 81,434 | -4,188 | 15,429,000 | 550,000 | $189.47 |
| 09/30/2019 | iSHARES TRUST | IWV | 85,622 | -6,053 | 14,879,000 | -1,204,000 | $173.78 |
| 06/30/2019 | iSHARES TRUST | IWV | 91,675 | -2,242 | 16,083,000 | 427,000 | $175.43 |
| 03/31/2019 | iSHARES TRUST | IWV | 93,917 | -872 | 15,656,000 | 1,061,000 | $166.70 |
| 12/31/2018 | iSHARES TRUST | IWV | 94,789 | -9,400 | 14,595,000 | -3,357,000 | $153.97 |
| 09/30/2018 | iSHARES TRUST | IWV | 104,189 | 477 | 17,952,000 | 1,121,000 | $172.30 |
| 06/30/2018 | iSHARES TRUST | IWV | 103,712 | -6,802 | 16,831,000 | -447,000 | $162.29 |
| 03/31/2018 | iSHARES TRUST | IWV | 110,514 | -7,329 | 17,278,000 | -1,361,000 | $156.34 |
| 12/31/2017 | iSHARES TRUST | IWV | 117,843 | -6,378 | 18,639,000 | 95,000 | $158.17 |
| 09/30/2017 | iSHARES TRUST | IWV | 124,221 | -8,896 | 18,544,000 | -628,000 | $149.28 |
| 06/30/2017 | iSHARES TRUST | IWV | 133,117 | -6,063 | 19,172,000 | -299,000 | $144.02 |
| 03/31/2017 | iSHARES TRUST | IWV | 139,180 | -6,169 | 19,471,000 | 142,000 | $139.90 |
| 12/31/2016 | iSHARES TRUST | IWV | 145,349 | -2,352 | 19,329,000 | 395,000 | $132.98 |
| 09/30/2016 | iSHARES TRUST | IWV | 147,701 | 147,701 | 18,934,000 | 18,934,000 | $128.19 |
| 06/30/2016 | iSHARES TRUST | IWV | 149,795 | 149,795 | 18,578,000 | 18,578,000 | $124.02 |
| 03/31/2016 | iSHARES TRUST | IWV | 156,735 | 156,735 | 18,943,000 | 18,943,000 | $120.86 |
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