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Concentrum Wealth Management
> USMV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | USMV | 12,500 | 1,645 | 929,125,000 | 928,407,000 | $74,330.00 |
| 09/30/2022 | iSHARES TRUST | USMV | 10,855 | 0 | 718,000 | -44,000 | $66.14 |
| 06/30/2022 | iSHARES TRUST | USMV | 10,855 | 251 | 762,000 | -61,000 | $70.20 |
| 03/31/2022 | iSHARES TRUST | USMV | 10,604 | -75,681 | 823,000 | -6,157,000 | $77.61 |
| 12/31/2021 | iSHARES TRUST | USMV | 86,285 | 2,490 | 6,980,000 | 821,000 | $80.89 |
| 09/30/2021 | iSHARES TRUST | USMV | 83,795 | 7,605 | 6,159,000 | 551,000 | $73.50 |
| 06/30/2021 | iSHARES TRUST | USMV | 76,190 | 5,906 | 5,608,000 | 837,000 | $73.61 |
| 12/31/2020 | iSHARES TRUST | USMV | 70,284 | 5,308 | 4,771,000 | 630,000 | $67.88 |
| 09/30/2020 | iSHARES TRUST | USMV | 64,976 | 9,118 | 4,141,000 | 754,000 | $63.73 |
| 06/30/2020 | iSHARES TRUST | USMV | 55,858 | 5,898 | 3,387,000 | 689,000 | $60.64 |
| 03/31/2020 | iSHARES TRUST | USMV | 49,960 | -3,542 | 2,698,000 | -812,000 | $54.00 |
| 12/31/2019 | iSHARES TRUST | USMV | 53,502 | 5,142 | 3,510,000 | 410,000 | $65.61 |
| 09/30/2019 | iSHARES TRUST | USMV | 48,360 | 7,420 | 3,100,000 | 573,000 | $64.10 |
| 06/30/2019 | iSHARES TRUST | USMV | 40,940 | 7,788 | 2,527,000 | 578,000 | $61.72 |
| 03/31/2019 | iSHARES TRUST | USMV | 33,152 | 11,548 | 1,949,000 | 817,000 | $58.79 |
| 12/31/2018 | iSHARES TRUST | USMV | 21,604 | 21,604 | 1,132,000 | 1,132,000 | $52.40 |
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