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Holistic Financial Partners
> IHI
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IHI | 8,738 | -905 | 493,365,000 | -13,570,000 | $56,462.01 |
| 12/31/2022 | iSHARES TRUST | IHI | 9,643 | 4 | 506,935,000 | 506,480,000 | $52,570.26 |
| 09/30/2022 | iSHARES TRUST | IHI | 9,639 | -741 | 455,000 | -69,000 | $47.20 |
| 06/30/2022 | iSHARES TRUST | IHI | 10,380 | -26,429 | 524,000 | -1,720,000 | $50.48 |
| 03/31/2022 | iSHARES TRUST | IHI | 36,809 | -54,426 | 2,244,000 | -3,764,000 | $60.96 |
| 12/31/2021 | iSHARES TRUST | IHI | 91,235 | 46 | 6,008,000 | 283,000 | $65.85 |
| 09/30/2021 | iSHARES TRUST | IHI | 91,189 | 76,366 | 5,725,000 | 373,000 | $62.78 |
| 06/30/2021 | iSHARES TRUST | IHI | 14,823 | -6,183 | 5,352,000 | -1,588,000 | $361.06 |
| 03/31/2021 | iSHARES TRUST | IHI | 21,006 | -163 | 6,940,000 | 11,000 | $330.38 |
| 12/31/2020 | iSHARES TRUST | IHI | 21,169 | 418 | 6,929,000 | 724,000 | $327.32 |
| 09/30/2020 | iSHARES TRUST | IHI | 20,751 | 190 | 6,205,000 | 761,000 | $299.02 |
| 06/30/2020 | iSHARES TRUST | IHI | 20,561 | 20,561 | 5,444,000 | 5,444,000 | $264.77 |
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