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Wealthspire Advisors, LLC
> IVW
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 03/31/2023 | iSHARES TRUST | IVW | 132,142 | 11,102 | 8,442,555,000 | 1,361,741,000 | $63,890.02 |
| 12/31/2022 | iSHARES TRUST | IVW | 121,040 | -19,988 | 7,080,814,000 | 7,072,656,000 | $58,499.79 |
| 09/30/2022 | iSHARES TRUST | IVW | 141,028 | 11,895 | 8,158,000 | 365,000 | $57.85 |
| 06/30/2022 | iSHARES TRUST | IVW | 129,133 | 16,541 | 7,793,000 | -807,000 | $60.35 |
| 03/31/2022 | iSHARES TRUST | IVW | 112,592 | -34,619 | 8,600,000 | -3,717,000 | $76.38 |
| 12/31/2021 | iSHARES TRUST | IVW | 147,211 | -39,119 | 12,317,000 | -1,235,000 | $83.67 |
| 06/30/2021 | iSHARES TRUST | IVW | 186,330 | 4,558 | 13,552,000 | 1,717,000 | $72.73 |
| 03/31/2021 | iSHARES TRUST | IVW | 181,772 | -11,010 | 11,835,000 | -468,000 | $65.11 |
| 12/31/2020 | iSHARES TRUST | IVW | 192,782 | 182,208 | 12,303,000 | 10,109,000 | $63.82 |
| 06/30/2020 | iSHARES TRUST | IVW | 10,574 | -8,008 | 2,194,000 | -873,000 | $207.49 |
| 03/31/2020 | iSHARES TRUST | IVW | 18,582 | 12,211 | 3,067,000 | 1,833,000 | $165.05 |
| 12/31/2019 | iSHARES TRUST | IVW | 6,371 | 559 | 1,234,000 | 188,000 | $193.69 |
| 09/30/2019 | iSHARES TRUST | IVW | 5,812 | 0 | 1,046,000 | 4,000 | $179.97 |
| 06/30/2019 | iSHARES TRUST | IVW | 5,812 | 5,812 | 1,042,000 | 1,042,000 | $179.28 |
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