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9258 Wealth Management, LLC
> IWR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWR | 105,778 | 2,877 | 7,724,962,000 | 530,093,000 | $73,029.95 |
| 03/31/2023 | iSHARES TRUST | IWR | 102,901 | 6,284 | 7,194,869,000 | 678,085,000 | $69,920.30 |
| 12/31/2022 | iSHARES TRUST | IWR | 96,617 | 25,844 | 6,516,784,000 | 6,512,385,000 | $67,449.66 |
| 09/30/2022 | iSHARES TRUST | IWR | 70,773 | 30,844 | 4,399,000 | 1,817,000 | $62.16 |
| 06/30/2022 | iSHARES TRUST | IWR | 39,929 | 26,650 | 2,582,000 | 1,546,000 | $64.66 |
| 03/31/2022 | iSHARES TRUST | IWR | 13,279 | 6,066 | 1,036,000 | 437,000 | $78.02 |
| 12/31/2021 | iSHARES TRUST | IWR | 7,213 | 2,951 | 599,000 | 266,000 | $83.04 |
| 09/30/2021 | iSHARES TRUST | IWR | 4,262 | 250 | 333,000 | 15,000 | $78.13 |
| 06/30/2021 | iSHARES TRUST | IWR | 4,012 | -293 | 318,000 | 0 | $79.26 |
| 03/31/2021 | iSHARES TRUST | IWR | 4,305 | 0 | 318,000 | 23,000 | $73.87 |
| 12/31/2020 | iSHARES TRUST | IWR | 4,305 | 4,305 | 295,000 | 295,000 | $68.52 |
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