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Sugarloaf Wealth Management, LLC
> IJR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IJR | 2,273 | 1,006 | 226,544,000 | 226,433,000 | $99,667.40 |
| 09/30/2022 | iSHARES TRUST | IJR | 1,267 | 0 | 111,000 | -6,000 | $87.61 |
| 06/30/2022 | iSHARES TRUST | IJR | 1,267 | 2 | 117,000 | -20,000 | $92.34 |
| 03/31/2022 | iSHARES TRUST | IJR | 1,265 | -1 | 137,000 | -8,000 | $108.30 |
| 12/31/2021 | iSHARES TRUST | IJR | 1,266 | -385 | 145,000 | -35,000 | $114.53 |
| 09/30/2021 | iSHARES TRUST | IJR | 1,651 | 194 | 180,000 | -42,000 | $109.02 |
| 06/30/2021 | iSHARES TRUST | IJR | 2,047 | 590 | 231,000 | 9,000 | $112.85 |
| 03/31/2021 | iSHARES TRUST | IJR | 1,457 | -589 | 222,000 | 34,000 | $152.37 |
| 12/31/2020 | iSHARES TRUST | IJR | 2,046 | 1 | 188,000 | 44,000 | $91.89 |
| 09/30/2020 | iSHARES TRUST | IJR | 2,045 | -99 | 144,000 | -2,000 | $70.42 |
| 06/30/2020 | iSHARES TRUST | IJR | 2,144 | -186 | 146,000 | 15,000 | $68.10 |
| 03/31/2020 | iSHARES TRUST | IJR | 2,330 | -6,790 | 131,000 | -634,000 | $56.22 |
| 12/31/2019 | iSHARES TRUST | IJR | 9,120 | 9,120 | 765,000 | 765,000 | $83.88 |
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