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Center for Financial Planning, Inc.
> DVY
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | DVY | 0 | -765 | 0 | -92,259,000 | |
| 12/31/2022 | iSHARES TRUST | DVY | 765 | 0 | 92,259,000 | 92,177,000 | $120,600.00 |
| 09/30/2022 | iSHARES TRUST | DVY | 765 | 0 | 82,000 | -8,000 | $107.19 |
| 06/30/2022 | iSHARES TRUST | DVY | 765 | 0 | 90,000 | -8,000 | $117.65 |
| 03/31/2022 | iSHARES TRUST | DVY | 765 | 0 | 98,000 | 4,000 | $128.10 |
| 12/31/2021 | iSHARES TRUST | DVY | 765 | 0 | 94,000 | 6,000 | $122.88 |
| 09/30/2021 | iSHARES TRUST | DVY | 765 | 0 | 88,000 | -1,000 | $115.03 |
| 06/30/2021 | iSHARES TRUST | DVY | 765 | 0 | 89,000 | 2,000 | $116.34 |
| 03/31/2021 | iSHARES TRUST | DVY | 765 | 0 | 87,000 | 13,000 | $113.73 |
| 12/31/2020 | iSHARES TRUST | DVY | 765 | 0 | 74,000 | 12,000 | $96.73 |
| 09/30/2020 | iSHARES TRUST | DVY | 765 | 0 | 62,000 | 0 | $81.05 |
| 06/30/2020 | iSHARES TRUST | DVY | 765 | 0 | 62,000 | 6,000 | $81.05 |
| 03/31/2020 | iSHARES TRUST | DVY | 765 | 765 | 56,000 | 56,000 | $73.20 |
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