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Litman Gregory Wealth Management LLC
> FNDX
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB STRATEGIC TRUST | FNDX | 4,224 | 308 | 243,176,000 | 33,905,000 | $57,570.08 |
| 12/31/2022 | SCHWAB STRATEGIC TRUST | FNDX | 3,916 | -1,691 | 209,271,000 | 208,986,000 | $53,439.99 |
| 06/30/2022 | SCHWAB STRATEGIC TRUST | FNDX | 5,607 | 5,607 | 285,000 | 285,000 | $50.83 |
| 03/31/2022 | SCHWAB STRATEGIC TRUST | FNDX | 0 | -3,972 | 0 | -233,000 | |
| 12/31/2021 | SCHWAB STRATEGIC TRUST | FNDX | 3,972 | -408 | 233,000 | -3,000 | $58.66 |
| 09/30/2021 | SCHWAB STRATEGIC TRUST | FNDX | 4,380 | 4,140 | 236,000 | -4,000 | $53.88 |
| 06/30/2021 | SCHWAB STRATEGIC TRUST | FNDX | 240 | -4,033 | 240,000 | 19,000 | $1,000.00 |
| 03/31/2021 | SCHWAB STRATEGIC TRUST | FNDX | 4,273 | 408 | 221,000 | 46,000 | $51.72 |
| 12/31/2020 | SCHWAB STRATEGIC TRUST | FNDX | 3,865 | 0 | 175,000 | 25,000 | $45.28 |
| 09/30/2020 | SCHWAB STRATEGIC TRUST | FNDX | 3,865 | 0 | 150,000 | 8,000 | $38.81 |
| 06/30/2020 | SCHWAB STRATEGIC TRUST | FNDX | 3,865 | 0 | 142,000 | 21,000 | $36.74 |
| 03/31/2020 | SCHWAB STRATEGIC TRUST | FNDX | 3,865 | -3,006 | 121,000 | -172,000 | $31.31 |
| 12/31/2019 | SCHWAB STRATEGIC TRUST | FNDX | 6,871 | 6,871 | 293,000 | 293,000 | $42.64 |
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