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Lokken Investment Group LLC
> IWV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWV | 5,923 | 160 | 1,507,285,000 | 1,506,032,000 | $254,479.99 |
| 06/30/2022 | iSHARES TRUST | IWV | 5,763 | -84 | 1,253,000 | -143,000 | $217.42 |
| 03/31/2022 | iSHARES TRUST | IWV | 5,847 | -321 | 1,396,000 | -316,000 | $238.75 |
| 12/31/2021 | iSHARES TRUST | IWV | 6,168 | 30 | 1,712,000 | 148,000 | $277.56 |
| 09/30/2021 | iSHARES TRUST | IWV | 6,138 | 344 | 1,564,000 | 81,000 | $254.81 |
| 06/30/2021 | iSHARES TRUST | IWV | 5,794 | 105 | 1,483,000 | 133,000 | $255.95 |
| 03/31/2021 | iSHARES TRUST | IWV | 5,689 | -41 | 1,350,000 | 69,000 | $237.30 |
| 12/31/2020 | iSHARES TRUST | IWV | 5,730 | 5,730 | 1,281,000 | 1,281,000 | $223.56 |
| 03/31/2012 | iSHARES TRUST | IWV | 5,689 | 5,689 | 1,350,000 | 1,350,000 | $237.30 |
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