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Family Management Corp
> IUSV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IUSV | 49,910 | -8,865 | 3,905,957,000 | -430,463,000 | $78,260.01 |
| 03/31/2023 | iSHARES TRUST | IUSV | 58,775 | -9,807 | 4,336,420,000 | -507,527,000 | $73,780.01 |
| 12/31/2022 | iSHARES TRUST | IUSV | 68,582 | -5,629 | 4,843,947,000 | 4,839,301,000 | $70,630.00 |
| 09/30/2022 | iSHARES TRUST | IUSV | 74,211 | -1,479 | 4,646,000 | -416,000 | $62.61 |
| 06/30/2022 | iSHARES TRUST | IUSV | 75,690 | -2,237 | 5,062,000 | -850,000 | $66.88 |
| 03/31/2022 | iSHARES TRUST | IUSV | 77,927 | 1,153 | 5,912,000 | 51,000 | $75.87 |
| 12/31/2021 | iSHARES TRUST | IUSV | 76,774 | -4,225 | 5,861,000 | 120,000 | $76.34 |
| 09/30/2021 | iSHARES TRUST | IUSV | 80,999 | -6,543 | 5,741,000 | -559,000 | $70.88 |
| 06/30/2021 | iSHARES TRUST | IUSV | 87,542 | -21,958 | 6,300,000 | -1,245,000 | $71.97 |
| 03/31/2021 | iSHARES TRUST | IUSV | 109,500 | 43,664 | 7,545,000 | 3,451,000 | $68.90 |
| 12/31/2020 | iSHARES TRUST | IUSV | 65,836 | 36,793 | 4,094,000 | 2,517,000 | $62.18 |
| 09/30/2020 | iSHARES TRUST | IUSV | 29,043 | 29,043 | 1,577,000 | 1,577,000 | $54.30 |
| 06/30/2020 | iSHARES TRUST | IUSV | 0 | -2,935 | 0 | -136,000 | |
| 03/31/2020 | iSHARES TRUST | IUSV | 2,935 | 1,300 | 136,000 | 33,000 | $46.34 |
| 12/31/2019 | iSHARES TRUST | IUSV | 1,635 | 267 | 103,000 | 24,000 | $63.00 |
| 09/30/2019 | iSHARES TRUST | IUSV | 1,368 | 0 | 79,000 | 2,000 | $57.75 |
| 06/30/2019 | iSHARES TRUST | IUSV | 1,368 | 1,368 | 77,000 | 77,000 | $56.29 |
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