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Truepoint, Inc.
> IWV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWV | 65,041 | -791 | 16,551,574,000 | 1,054,118,000 | $254,479.08 |
| 03/31/2023 | iSHARES TRUST | IWV | 65,832 | -874 | 15,497,456,000 | 15,483,645,000 | $235,409.16 |
| 09/30/2022 | iSHARES TRUST | IWV | 66,706 | -93 | 13,811,000 | -710,000 | $207.04 |
| 06/30/2022 | iSHARES TRUST | IWV | 66,799 | 66,799 | 14,521,000 | 14,521,000 | $217.38 |
| 09/30/2016 | iSHARES TRUST | IWV | 0 | -109,239 | 0 | -13,548,000 | |
| 06/30/2016 | iSHARES TRUST | IWV | 109,239 | 96,370 | 13,548,000 | 12,246,000 | $124.02 |
| 03/31/2016 | iSHARES TRUST | IWV | 110,640 | 92,103 | 13,372,000 | 11,142,000 | $120.86 |
| 12/31/2015 | iSHARES TRUST | IWV | 18,537 | 5,668 | 2,230,000 | 928,000 | $120.30 |
| 09/30/2015 | iSHARES TRUST | IWV | 57,128 | 44,259 | 6,506,000 | 5,204,000 | $113.88 |
| 06/30/2015 | iSHARES TRUST | IWV | 14,073 | -276 | 1,745,000 | -32,000 | $124.00 |
| 03/31/2015 | iSHARES TRUST | IWV | 14,349 | 1,480 | 1,777,000 | 475,000 | $123.84 |
| 12/31/2014 | iSHARES TRUST | IWV | 14,536 | -1,418 | 1,778,000 | -100,000 | $122.32 |
| 09/30/2014 | iSHARES TRUST | IWV | 14,728 | -1,226 | 1,720,000 | -158,000 | $116.78 |
| 06/30/2014 | iSHARES TRUST | IWV | 15,954 | 3,085 | 1,878,000 | 576,000 | $117.71 |
| 03/31/2014 | iSHARES TRUST | IWV | 15,954 | 3,085 | 1,792,000 | 490,000 | $112.32 |
| 12/31/2013 | iSHARES TRUST | IWV | 12,822 | -47 | 1,419,000 | 117,000 | $110.67 |
| 09/30/2013 | iSHARES TRUST | IWV | 12,869 | 12,869 | 1,302,000 | 1,302,000 | $101.17 |
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