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Heritage Wealth Advisors
> IWP
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWP | 6,495 | -3,500 | 627,612,000 | -207,970,000 | $96,630.02 |
| 12/31/2022 | iSHARES TRUST | IWP | 9,995 | 0 | 835,582,000 | 834,798,000 | $83,600.00 |
| 09/30/2022 | iSHARES TRUST | IWP | 9,995 | 0 | 784,000 | -8,000 | $78.44 |
| 06/30/2022 | iSHARES TRUST | IWP | 9,995 | 0 | 792,000 | -212,000 | $79.24 |
| 03/31/2022 | iSHARES TRUST | IWP | 9,995 | 0 | 1,004,000 | -148,000 | $100.45 |
| 12/31/2021 | iSHARES TRUST | IWP | 9,995 | 61 | 1,152,000 | 38,697 | $115.26 |
| 09/30/2021 | iSHARES TRUST | IWP | 9,934 | 0 | 1,113,303 | -11,226 | $112.07 |
| 06/30/2021 | iSHARES TRUST | IWP | 9,934 | 0 | 1,124,529 | 104,529 | $113.20 |
| 12/31/2020 | iSHARES TRUST | IWP | 9,934 | 4,967 | 1,020,000 | 161,355 | $102.68 |
| 09/30/2020 | iSHARES TRUST | IWP | 4,967 | 0 | 858,645 | 73,263 | $172.87 |
| 06/30/2020 | iSHARES TRUST | IWP | 14,984 | 9,893 | 785,000 | 165,985 | $52.39 |
| 03/31/2020 | iSHARES TRUST | IWP | 5,091 | 0 | 619,015 | -157,770 | $121.59 |
| 12/31/2019 | iSHARES TRUST | IWP | 5,091 | 0 | 776,785 | 57,785 | $152.58 |
| 09/30/2019 | iSHARES TRUST | IWP | 5,091 | 1,076 | 719,000 | 146,501 | $141.23 |
| 06/30/2019 | iSHARES TRUST | IWP | 4,015 | 0 | 572,499 | 27,784 | $142.59 |
| 03/31/2019 | iSHARES TRUST | IWP | 4,015 | 0 | 544,715 | 88,715 | $135.67 |
| 12/31/2018 | iSHARES TRUST | IWP | 4,015 | 0 | 456,000 | -88,000 | $113.57 |
| 09/30/2018 | iSHARES TRUST | IWP | 4,015 | 0 | 544,000 | 35,000 | $135.49 |
| 06/30/2018 | iSHARES TRUST | IWP | 4,015 | 0 | 509,000 | 16,000 | $126.77 |
| 03/31/2018 | iSHARES TRUST | IWP | 4,015 | 0 | 493,000 | 9,000 | $122.79 |
| 12/31/2017 | iSHARES TRUST | IWP | 4,015 | 0 | 484,000 | 30,000 | $120.55 |
| 09/30/2017 | iSHARES TRUST | IWP | 4,015 | 0 | 454,000 | 20,000 | $113.08 |
| 06/30/2017 | iSHARES TRUST | IWP | 4,015 | 0 | 434,000 | 18,000 | $108.09 |
| 03/31/2017 | iSHARES TRUST | IWP | 4,015 | 0 | 416,000 | 25,000 | $103.61 |
| 12/31/2016 | iSHARES TRUST | IWP | 4,015 | 0 | 391,000 | 0 | $97.38 |
| 09/30/2016 | iSHARES TRUST | IWP | 4,015 | 0 | 391,000 | 15,000 | $97.38 |
| 06/30/2016 | iSHARES TRUST | IWP | 4,015 | 4,015 | 376,000 | 376,000 | $93.65 |
| 03/31/2016 | iSHARES TRUST | IWP | 4,015 | 4,015 | 370,000 | 370,000 | $92.15 |
| 12/31/2015 | iSHARES TRUST | IWP | 4,015 | 0 | 369,000 | 13,000 | $91.91 |
| 09/30/2015 | iSHARES TRUST | IWP | 4,015 | 0 | 356,000 | -18,000 | $88.67 |
| 06/30/2015 | iSHARES TRUST | IWP | 4,015 | 0 | 389,000 | -4,000 | $96.89 |
| 03/31/2015 | iSHARES TRUST | IWP | 4,015 | 0 | 393,000 | 19,000 | $97.88 |
| 12/31/2014 | iSHARES TRUST | IWP | 4,015 | -100 | 374,000 | 11,000 | $93.15 |
| 09/30/2014 | iSHARES TRUST | IWP | 4,115 | 0 | 363,000 | -5,000 | $88.21 |
| 06/30/2014 | iSHARES TRUST | IWP | 4,115 | 0 | 368,000 | 21,000 | $89.43 |
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