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Sandbox Financial Partners, LLC
> IVW
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | iSHARES TRUST | IVW | 14,262 | 223 | 975,804,000 | -13,688,000 | $68,419.86 |
| 06/30/2023 | iSHARES TRUST | IVW | 14,039 | 296 | 989,492,000 | 185,533,000 | $70,481.66 |
| 12/31/2022 | iSHARES TRUST | IVW | 13,743 | -4,433 | 803,959,000 | 802,862,000 | $58,499.53 |
| 06/30/2022 | iSHARES TRUST | IVW | 18,176 | 623 | 1,097,000 | -244,000 | $60.35 |
| 03/31/2022 | iSHARES TRUST | IVW | 17,553 | -142 | 1,341,000 | -140,000 | $76.40 |
| 12/31/2021 | iSHARES TRUST | IVW | 17,695 | 431 | 1,481,000 | 205,000 | $83.70 |
| 09/30/2021 | iSHARES TRUST | IVW | 17,264 | -5,298 | 1,276,000 | -365,000 | $73.91 |
| 06/30/2021 | iSHARES TRUST | IVW | 22,562 | 382 | 1,641,000 | 148,000 | $72.73 |
| 03/31/2021 | iSHARES TRUST | IVW | 22,180 | 188 | 1,493,000 | 89,000 | $67.31 |
| 12/31/2020 | iSHARES TRUST | IVW | 21,992 | 21,992 | 1,404,000 | 1,404,000 | $63.84 |
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