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OXFORD FINANCIAL GROUP LTD
> TLT
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | TLT | 341 | -88 | 35,103,000 | -10,530,000 | $102,941.35 |
| 03/31/2023 | iSHARES TRUST | TLT | 429 | 0 | 45,633,000 | 2,922,000 | $106,370.63 |
| 12/31/2022 | iSHARES TRUST | TLT | 429 | 429 | 42,711,000 | 42,711,000 | $99,559.44 |
| 06/30/2022 | iSHARES TRUST | TLT | 0 | -575 | 0 | -76,000 | |
| 03/31/2022 | iSHARES TRUST | TLT | 575 | 0 | 76,000 | -9,000 | $132.17 |
| 12/31/2021 | iSHARES TRUST | TLT | 575 | 575 | 85,000 | 85,000 | $147.83 |
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