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Summit Financial, LLC
> IVV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IVV | 42,742 | 2,702 | 19,050,617,000 | 19,035,233,153 | $445,711.88 |
| 12/31/2022 | iSHARES TRUST | IVV | 40,040 | -436 | 15,383,847 | 866,967 | $384.21 |
| 09/30/2022 | iSHARES TRUST | IVV | 40,476 | 5,234 | 14,516,880 | -13,347,308,120 | $358.65 |
| 06/30/2022 | iSHARES TRUST | IVV | 35,242 | 377 | 13,361,825,000 | -2,456,237,000 | $379,144.91 |
| 03/31/2022 | iSHARES TRUST | IVV | 34,865 | 777 | 15,818,062,000 | -441,608,000 | $453,694.59 |
| 12/31/2021 | iSHARES TRUST | IVV | 34,088 | 3,540 | 16,259,670,000 | 16,246,509,314 | $476,991.02 |
| 09/30/2021 | iSHARES TRUST | IVV | 30,548 | 2,154 | 13,160,686 | 953,646 | $430.82 |
| 06/30/2021 | iSHARES TRUST | IVV | 28,394 | 10,653 | 12,207,040 | -6,647,658,960 | $429.92 |
| 12/31/2020 | iSHARES TRUST | IVV | 17,741 | 17,741 | 6,659,866,000 | 6,659,866,000 | $375,394.06 |
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