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PDS Planning, Inc
> ISTB
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 12/31/2022 | iSHARES TRUST | ISTB | 88,657 | 74,374 | 4,117,231,000 | 4,116,573,000 | $46,440.00 |
| 09/30/2022 | iSHARES TRUST | ISTB | 14,283 | -21,846 | 658,000 | -1,055,000 | $46.07 |
| 06/30/2022 | iSHARES TRUST | ISTB | 36,129 | 9,167 | 1,713,000 | 336,000 | $47.41 |
| 09/30/2021 | iSHARES TRUST | ISTB | 26,962 | -119 | 1,377,000 | -12,000 | $51.07 |
| 06/30/2021 | iSHARES TRUST | ISTB | 27,081 | -5,144 | 1,389,000 | -272,000 | $51.29 |
| 09/30/2020 | iSHARES TRUST | ISTB | 32,225 | 82 | 1,661,000 | 7,000 | $51.54 |
| 06/30/2020 | iSHARES TRUST | ISTB | 32,143 | -38,019 | 1,654,000 | -1,889,000 | $51.46 |
| 03/31/2020 | iSHARES TRUST | ISTB | 70,162 | 6,449 | 3,543,000 | 332,000 | $50.50 |
| 12/31/2019 | iSHARES TRUST | ISTB | 63,713 | 7,511 | 3,211,000 | 373,000 | $50.40 |
| 09/30/2019 | iSHARES TRUST | ISTB | 56,202 | 9,489 | 2,838,000 | 482,000 | $50.50 |
| 06/30/2019 | iSHARES TRUST | ISTB | 46,713 | 6,219 | 2,356,000 | 337,000 | $50.44 |
| 03/31/2019 | iSHARES TRUST | ISTB | 40,494 | 40,494 | 2,019,000 | 2,019,000 | $49.86 |
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