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Center for Financial Planning, Inc.
> IWR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWR | 8,734 | 16 | 637,879,000 | 49,858,000 | $73,034.01 |
| 12/31/2022 | iSHARES TRUST | IWR | 8,718 | -56 | 588,021,000 | 587,476,000 | $67,449.07 |
| 09/30/2022 | iSHARES TRUST | IWR | 8,774 | 13 | 545,000 | -22,000 | $62.12 |
| 06/30/2022 | iSHARES TRUST | IWR | 8,761 | 8 | 567,000 | -116,000 | $64.72 |
| 03/31/2022 | iSHARES TRUST | IWR | 8,753 | -462 | 683,000 | -82,000 | $78.03 |
| 12/31/2021 | iSHARES TRUST | IWR | 9,215 | 28 | 765,000 | 46,000 | $83.02 |
| 09/30/2021 | iSHARES TRUST | IWR | 9,187 | -1,126 | 719,000 | -98,000 | $78.26 |
| 06/30/2021 | iSHARES TRUST | IWR | 10,313 | -145 | 817,000 | 44,000 | $79.22 |
| 03/31/2021 | iSHARES TRUST | IWR | 10,458 | 76 | 773,000 | 61,000 | $73.91 |
| 12/31/2020 | iSHARES TRUST | IWR | 10,382 | -2,210 | 712,000 | -11,000 | $68.58 |
| 09/30/2020 | iSHARES TRUST | IWR | 12,592 | -909 | 723,000 | -1,000 | $57.42 |
| 06/30/2020 | iSHARES TRUST | IWR | 13,501 | 870 | 724,000 | 179,000 | $53.63 |
| 03/31/2020 | iSHARES TRUST | IWR | 12,631 | 12,631 | 545,000 | 545,000 | $43.15 |
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