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Lenox Wealth Advisors, LLC
> SCHD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 03/31/2022 | Schwab US Dividend Equity ETF | SCHD | 32,606 | 0 | 2,591,000 | -45,000 | $79.46 |
| 12/31/2021 | Schwab US Dividend Equity ETF | SCHD | 32,606 | 0 | 2,636,000 | 215,000 | $80.84 |
| 09/30/2021 | Schwab US Dividend Equity ETF | SCHD | 32,606 | 30,000 | 2,421,000 | 2,254,000 | $74.25 |
| 06/30/2021 | Schwab US Dividend Equity ETF | SCHD | 32,606 | 30,000 | 2,466,000 | 2,299,000 | $75.63 |
| 12/31/2020 | Schwab US Dividend Equity ETF | SCHD | 2,606 | 81 | 167,000 | 27,000 | $64.08 |
| 09/30/2020 | Schwab US Dividend Equity ETF | SCHD | 2,525 | 0 | 140,000 | 9,000 | $55.45 |
| 06/30/2020 | Schwab US Dividend Equity ETF | SCHD | 2,525 | 0 | 131,000 | 17,000 | $51.88 |
| 03/31/2020 | Schwab US Dividend Equity ETF | SCHD | 2,525 | -408 | 114,000 | -56,000 | $45.15 |
| 12/31/2019 | Schwab US Dividend Equity ETF | SCHD | 2,933 | 408 | 170,000 | 32,000 | $57.96 |
| 09/30/2019 | Schwab US Dividend Equity ETF | SCHD | 2,525 | 0 | 138,000 | 4,000 | $54.65 |
| 06/30/2019 | Schwab US Dividend Equity ETF | SCHD | 2,525 | 2,525 | 134,000 | 134,000 | $53.07 |
| 12/31/2017 | Schwab US Dividend Equity ETF | SCHD | 0 | -420 | 0 | -20,000 | |
| 09/30/2017 | Schwab US Dividend Equity ETF | SCHD | 420 | 420 | 20,000 | 20,000 | $47.62 |
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