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SWS Partners
> IJR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IJR | 46,347 | 887 | 4,618,465,000 | 222,484,000 | $99,649.71 |
| 03/31/2023 | iSHARES TRUST | IJR | 45,460 | 4,395 | 4,395,981,000 | 4,392,095,000 | $96,699.98 |
| 12/31/2022 | iSHARES TRUST | IJR | 41,065 | 1,457 | 3,886,000 | 433,000 | $94.63 |
| 09/30/2022 | iSHARES TRUST | IJR | 39,608 | 39,608 | 3,453,000 | 3,453,000 | $87.18 |
| 03/31/2021 | iSHARES TRUST | IJR | 0 | -33,707 | 0 | -3,098,000 | |
| 12/31/2020 | iSHARES TRUST | IJR | 33,707 | -3,056 | 3,098,000 | 516,000 | $91.91 |
| 09/30/2020 | iSHARES TRUST | IJR | 36,763 | 36,763 | 2,582,000 | 2,582,000 | $70.23 |
| 06/30/2020 | iSHARES TRUST | IJR | 0 | -30,999 | 0 | -1,739,000 | |
| 03/31/2020 | iSHARES TRUST | IJR | 30,999 | 1,608 | 1,739,000 | -638,000 | $56.10 |
| 09/30/2019 | iSHARES TRUST | IJR | 29,391 | 2,533 | 2,377,000 | 296,000 | $80.88 |
| 06/30/2019 | iSHARES TRUST | IJR | 26,858 | 6,666 | 2,081,000 | 681,000 | $77.48 |
| 12/31/2018 | iSHARES TRUST | IJR | 20,192 | -2,413 | 1,400,000 | -572,000 | $69.33 |
| 09/30/2018 | iSHARES TRUST | IJR | 22,605 | 788 | 1,972,000 | 151,000 | $87.24 |
| 06/30/2018 | iSHARES TRUST | IJR | 21,817 | 3,006 | 1,821,000 | 406,000 | $83.47 |
| 03/31/2018 | iSHARES TRUST | IJR | 18,811 | 4,975 | 1,415,000 | 352,000 | $75.22 |
| 12/31/2017 | iSHARES TRUST | IJR | 13,836 | 13,836 | 1,063,000 | 1,063,000 | $76.83 |
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