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Legacy Financial Advisors, Inc.
> IWR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWR | 5,201 | -4,238 | 379,829,000 | 379,242,000 | $73,029.99 |
| 09/30/2022 | iSHARES TRUST | IWR | 9,439 | -813 | 587,000 | -76,000 | $62.19 |
| 06/30/2022 | iSHARES TRUST | IWR | 10,252 | 753 | 663,000 | -78,000 | $64.67 |
| 03/31/2022 | iSHARES TRUST | IWR | 9,499 | 0 | 741,000 | -48,000 | $78.01 |
| 12/31/2021 | iSHARES TRUST | IWR | 9,499 | -20 | 789,000 | 44,000 | $83.06 |
| 09/30/2021 | iSHARES TRUST | IWR | 9,519 | 2,001 | 745,000 | 149,000 | $78.26 |
| 06/30/2021 | iSHARES TRUST | IWR | 7,518 | 0 | 596,000 | 81,000 | $79.28 |
| 12/31/2020 | iSHARES TRUST | IWR | 7,518 | -1,797 | 515,000 | -19,000 | $68.50 |
| 09/30/2020 | iSHARES TRUST | IWR | 9,315 | 9,315 | 534,000 | 534,000 | $57.33 |
| 03/31/2020 | iSHARES TRUST | IWR | 0 | -9,136 | 0 | -545,000 | |
| 12/31/2019 | iSHARES TRUST | IWR | 9,136 | 0 | 545,000 | 34,000 | $59.65 |
| 09/30/2019 | iSHARES TRUST | IWR | 9,136 | 0 | 511,000 | 1,000 | $55.93 |
| 06/30/2019 | iSHARES TRUST | IWR | 9,136 | 0 | 510,000 | 17,000 | $55.82 |
| 03/31/2019 | iSHARES TRUST | IWR | 9,136 | 0 | 493,000 | 68,000 | $53.96 |
| 12/31/2018 | iSHARES TRUST | IWR | 9,136 | 6,852 | 425,000 | -78,000 | $46.52 |
| 09/30/2018 | iSHARES TRUST | IWR | 2,284 | 0 | 503,000 | 8,000 | $220.23 |
| 06/30/2018 | iSHARES TRUST | IWR | 2,284 | 0 | 495,000 | 24,000 | $216.73 |
| 03/31/2018 | iSHARES TRUST | IWR | 2,284 | 0 | 471,000 | -4,000 | $206.22 |
| 12/31/2017 | iSHARES TRUST | IWR | 2,284 | 2,284 | 475,000 | 475,000 | $207.97 |
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