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Stamos Capital Partners, L.P.
> IYR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IYR | 17,960 | 3,210 | 1,554,258,000 | 301,983,000 | $86,539.98 |
| 03/31/2023 | iSHARES TRUST | IYR | 14,750 | -17,750 | 1,252,275,000 | 1,249,629,000 | $84,900.00 |
| 09/30/2022 | iSHARES TRUST | IYR | 32,500 | 0 | 2,646,000 | -343,000 | $81.42 |
| 06/30/2022 | iSHARES TRUST | IYR | 32,500 | -4,240 | 2,989,000 | -987,000 | $91.97 |
| 03/31/2022 | iSHARES TRUST | IYR | 36,740 | 2,340 | 3,976,000 | -19,000 | $108.22 |
| 12/31/2021 | iSHARES TRUST | IYR | 34,400 | 1,350 | 3,995,000 | 611,000 | $116.13 |
| 09/30/2021 | iSHARES TRUST | IYR | 33,050 | -800 | 3,384,000 | -67,000 | $102.39 |
| 06/30/2021 | iSHARES TRUST | IYR | 33,850 | -1,550 | 3,451,000 | 419,000 | $101.95 |
| 12/31/2020 | iSHARES TRUST | IYR | 35,400 | 25,900 | 3,032,000 | 2,274,000 | $85.65 |
| 09/30/2020 | iSHARES TRUST | IYR | 9,500 | 5,400 | 758,000 | 435,000 | $79.79 |
| 06/30/2020 | iSHARES TRUST | IYR | 4,100 | 4,100 | 323,000 | 323,000 | $78.78 |
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