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Consolidated Planning Corp
> SUSA
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | SUSA | 41,025 | 3,308 | 3,841,608,000 | 736,713,000 | $93,640.66 |
| 12/31/2022 | iSHARES TRUST | SUSA | 37,717 | -838 | 3,104,895,000 | 3,101,968,000 | $82,320.84 |
| 09/30/2022 | iSHARES TRUST | SUSA | 38,555 | -1,418 | 2,927,000 | -298,000 | $75.92 |
| 06/30/2022 | iSHARES TRUST | SUSA | 39,973 | 3,186 | 3,225,000 | -337,000 | $80.68 |
| 03/31/2022 | iSHARES TRUST | SUSA | 36,787 | -1,195 | 3,562,000 | -474,000 | $96.83 |
| 12/31/2021 | iSHARES TRUST | SUSA | 37,982 | 2,044 | 4,036,000 | 588,000 | $106.26 |
| 09/30/2021 | iSHARES TRUST | SUSA | 35,938 | 1,868 | 3,448,000 | 193,000 | $95.94 |
| 06/30/2021 | iSHARES TRUST | SUSA | 34,070 | 1,324 | 3,255,000 | 380,000 | $95.54 |
| 03/31/2021 | iSHARES TRUST | SUSA | 32,746 | 2,487 | 2,875,000 | 384,000 | $87.80 |
| 12/31/2020 | iSHARES TRUST | SUSA | 30,259 | 14,898 | 2,491,000 | 232,000 | $82.32 |
| 09/30/2020 | iSHARES TRUST | SUSA | 15,361 | 1,000 | 2,259,000 | 338,000 | $147.06 |
| 06/30/2020 | iSHARES TRUST | SUSA | 14,361 | 1,445 | 1,921,000 | 503,000 | $133.77 |
| 03/31/2020 | iSHARES TRUST | SUSA | 12,916 | 12,916 | 1,418,000 | 1,418,000 | $109.79 |
| 12/31/2019 | iSHARES TRUST | SUSA | 9,476 | 9,476 | 1,270,000 | 1,270,000 | $134.02 |
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