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Wescott Financial Advisory Group, LLC
> IVE
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IVE | 22,657 | -38 | 3,652,108,000 | 207,878,000 | $161,191.16 |
| 03/31/2023 | iSHARES TRUST | IVE | 22,695 | 2,474 | 3,444,230,000 | 3,441,450,000 | $151,761.62 |
| 06/30/2022 | iSHARES TRUST | IVE | 20,221 | 955 | 2,780,000 | -220,000 | $137.48 |
| 03/31/2022 | iSHARES TRUST | IVE | 19,266 | 7,228 | 3,000,000 | 1,114,000 | $155.71 |
| 12/31/2021 | iSHARES TRUST | IVE | 12,038 | 1,508 | 1,886,000 | 355,000 | $156.67 |
| 09/30/2021 | iSHARES TRUST | IVE | 10,530 | 32 | 1,531,000 | -26,000 | $145.39 |
| 06/30/2021 | iSHARES TRUST | IVE | 10,498 | 1,689 | 1,557,000 | 313,000 | $148.31 |
| 03/31/2021 | iSHARES TRUST | IVE | 8,809 | 8,809 | 1,244,000 | 1,244,000 | $141.22 |
| 12/31/2020 | iSHARES TRUST | IVE | 7,928 | 7,928 | 1,015,000 | 1,015,000 | $128.03 |
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