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Keystone Financial Group
> QUAL
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | QUAL | 12,083 | 88 | 1,629,662,000 | 262,735,000 | $134,872.30 |
| 12/31/2022 | iSHARES TRUST | QUAL | 11,995 | -67 | 1,366,927,000 | 1,365,673,000 | $113,958.07 |
| 09/30/2022 | iSHARES TRUST | QUAL | 12,062 | -12,690 | 1,254,000 | -1,512,000 | $103.96 |
| 06/30/2022 | iSHARES TRUST | QUAL | 24,752 | -70 | 2,766,000 | -576,000 | $111.75 |
| 03/31/2022 | iSHARES TRUST | QUAL | 24,822 | -11,002 | 3,342,000 | -1,873,000 | $134.64 |
| 12/31/2021 | iSHARES TRUST | QUAL | 35,824 | -4,476 | 5,215,000 | -94,000 | $145.57 |
| 09/30/2021 | iSHARES TRUST | QUAL | 40,300 | 246 | 5,309,000 | -13,000 | $131.74 |
| 06/30/2021 | iSHARES TRUST | QUAL | 40,054 | -956 | 5,322,000 | 328,000 | $132.87 |
| 03/31/2021 | iSHARES TRUST | QUAL | 41,010 | -72 | 4,994,000 | 220,000 | $121.78 |
| 12/31/2020 | iSHARES TRUST | QUAL | 41,082 | 6,709 | 4,774,000 | 1,208,000 | $116.21 |
| 09/30/2020 | iSHARES TRUST | QUAL | 34,373 | -502 | 3,566,000 | 221,000 | $103.74 |
| 06/30/2020 | iSHARES TRUST | QUAL | 34,875 | 9,816 | 3,345,000 | 814,000 | $95.91 |
| 03/31/2020 | iSHARES TRUST | QUAL | 26,784 | 1,725 | 2,171,000 | -360,000 | $81.06 |
| 12/31/2019 | iSHARES TRUST | QUAL | 25,059 | 25,059 | 2,531,000 | 2,531,000 | $101.00 |
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