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Sugarloaf Wealth Management, LLC
> SUSC
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | SUSC | 12,193 | 8,700 | 277,269,000 | 277,192,000 | $22,740.01 |
| 09/30/2022 | iSHARES TRUST | SUSC | 3,493 | -9,116 | 77,000 | -215,000 | $22.04 |
| 06/30/2022 | iSHARES TRUST | SUSC | 12,609 | 0 | 292,000 | -25,000 | $23.16 |
| 03/31/2022 | iSHARES TRUST | SUSC | 12,609 | 0 | 317,000 | -27,000 | $25.14 |
| 12/31/2021 | iSHARES TRUST | SUSC | 12,609 | 0 | 344,000 | -3,000 | $27.28 |
| 09/30/2021 | iSHARES TRUST | SUSC | 12,609 | 11,996 | 347,000 | 85,000 | $27.52 |
| 06/30/2021 | iSHARES TRUST | SUSC | 12,609 | 11,996 | 350,000 | 88,000 | $27.76 |
| 03/31/2021 | iSHARES TRUST | SUSC | 613 | -9,103 | 262,000 | -13,000 | $427.41 |
| 12/31/2020 | iSHARES TRUST | SUSC | 9,716 | 9,716 | 275,000 | 275,000 | $28.30 |
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