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Family Management Corp
> USMV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | USMV | 127,975 | 125,027 | 9,512,394,000 | 9,297,956,000 | $74,330.10 |
| 03/31/2023 | iSHARES TRUST | USMV | 2,948 | 2,948 | 214,438,000 | 214,438,000 | $72,740.16 |
| 03/31/2022 | iSHARES TRUST | USMV | 0 | -194,315 | 0 | -15,720,000 | |
| 12/31/2021 | iSHARES TRUST | USMV | 194,315 | -7,950 | 15,720,000 | 854,000 | $80.90 |
| 09/30/2021 | iSHARES TRUST | USMV | 202,265 | -45,639 | 14,866,000 | -3,382,000 | $73.50 |
| 06/30/2021 | iSHARES TRUST | USMV | 247,904 | -36,693 | 18,248,000 | -1,443,000 | $73.61 |
| 03/31/2021 | iSHARES TRUST | USMV | 284,597 | 281,847 | 19,691,000 | 19,504,000 | $69.19 |
| 12/31/2020 | iSHARES TRUST | USMV | 2,750 | 2,750 | 187,000 | 187,000 | $68.00 |
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