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Lutz Financial Services LLC
> IJS
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IJS | 46,435 | -673 | 4,415,473,000 | 114,030,000 | $95,089.33 |
| 12/31/2022 | iSHARES TRUST | IJS | 47,108 | -681 | 4,301,443,000 | 4,297,188,000 | $91,310.24 |
| 06/30/2022 | iSHARES TRUST | IJS | 47,789 | -146 | 4,255,000 | -653,000 | $89.04 |
| 03/31/2022 | iSHARES TRUST | IJS | 47,935 | -93 | 4,908,000 | -110,000 | $102.39 |
| 12/31/2021 | iSHARES TRUST | IJS | 48,028 | 126 | 5,018,000 | 196,000 | $104.48 |
| 09/30/2021 | iSHARES TRUST | IJS | 47,902 | -57 | 4,822,000 | -234,000 | $100.66 |
| 06/30/2021 | iSHARES TRUST | IJS | 47,959 | -5,682 | 5,056,000 | 694,000 | $105.42 |
| 12/31/2020 | iSHARES TRUST | IJS | 53,641 | 25,853 | 4,362,000 | 960,000 | $81.32 |
| 09/30/2020 | iSHARES TRUST | IJS | 27,788 | -2,354 | 3,402,000 | -226,000 | $122.43 |
| 06/30/2020 | iSHARES TRUST | IJS | 30,142 | -3,932 | 3,628,000 | 223,000 | $120.36 |
| 03/31/2020 | iSHARES TRUST | IJS | 34,074 | -25,600 | 3,405,000 | -6,191,000 | $99.93 |
| 12/31/2019 | iSHARES TRUST | IJS | 59,674 | 174 | 9,596,000 | 660,000 | $160.81 |
| 09/30/2019 | iSHARES TRUST | IJS | 59,500 | -1,098 | 8,936,000 | -70,000 | $150.18 |
| 06/30/2019 | iSHARES TRUST | IJS | 60,598 | -8,727 | 9,006,000 | -1,222,000 | $148.62 |
| 03/31/2019 | iSHARES TRUST | IJS | 69,325 | 14,775 | 10,228,000 | 3,036,000 | $147.54 |
| 12/31/2018 | iSHARES TRUST | IJS | 54,550 | 9,405 | 7,192,000 | -344,000 | $131.84 |
| 09/30/2018 | iSHARES TRUST | IJS | 45,145 | 10,722 | 7,536,000 | 1,916,000 | $166.93 |
| 06/30/2018 | iSHARES TRUST | IJS | 34,423 | 3,007 | 5,620,000 | 881,000 | $163.26 |
| 03/31/2018 | iSHARES TRUST | IJS | 31,416 | 2,031 | 4,739,000 | 226,000 | $150.85 |
| 12/31/2017 | iSHARES TRUST | IJS | 29,385 | 29,385 | 4,513,000 | 4,513,000 | $153.58 |
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