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APPLETON PARTNERS INC
> SCHX
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | SCHWAB US LC ETF | SCHX | 626,835 | 3,182 | 31,718,000 | -943,000 | $50.60 |
| 06/30/2023 | SCHWAB US LC ETF | SCHX | 623,653 | -15,865 | 32,661,000 | 4,100,000 | $52.37 |
| 06/30/2022 | SCHWAB US LC ETF | SCHX | 639,518 | 16,311 | 28,561,000 | -4,999,000 | $44.66 |
| 03/31/2022 | SCHWAB US LC ETF | SCHX | 623,207 | 314,957 | 33,560,000 | -1,525,000 | $53.85 |
| 12/31/2021 | SCHWAB US LC ETF | SCHX | 308,250 | 3,125 | 35,085,000 | 3,343,000 | $113.82 |
| 09/30/2021 | SCHWAB US LC ETF | SCHX | 305,125 | 11,303 | 31,742,000 | 3,526,000 | $104.03 |
| 06/30/2021 | SCHWAB US LC ETF | SCHX | 297,891 | 4,069 | 30,972,000 | 2,756,000 | $103.97 |
| 03/31/2021 | SCHWAB US LC ETF | SCHX | 293,822 | 17,584 | 28,216,000 | 3,092,000 | $96.03 |
| 12/31/2020 | SCHWAB US LC ETF | SCHX | 276,238 | 276,238 | 25,124,000 | 25,124,000 | $90.95 |
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