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TrinityPoint Wealth, LLC
> SCHD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Schwab US Dividend Equity ETF | SCHD | 210,526 | 40,659 | 15,288,396,000 | 2,456,619,000 | $72,619.99 |
| 12/31/2022 | Schwab US Dividend Equity ETF | SCHD | 169,867 | 16,039 | 12,831,777,000 | 12,821,558,000 | $75,540.14 |
| 09/30/2022 | Schwab US Dividend Equity ETF | SCHD | 153,828 | 6,552 | 10,219,000 | -330,000 | $66.43 |
| 06/30/2022 | Schwab US Dividend Equity ETF | SCHD | 147,276 | 33,863 | 10,549,000 | 1,602,000 | $71.63 |
| 03/31/2022 | Schwab US Dividend Equity ETF | SCHD | 113,413 | 13,365 | 8,947,000 | 860,000 | $78.89 |
| 12/31/2021 | Schwab US Dividend Equity ETF | SCHD | 100,048 | 5,687 | 8,087,000 | 1,082,000 | $80.83 |
| 09/30/2021 | Schwab US Dividend Equity ETF | SCHD | 94,361 | 3,853 | 7,005,000 | 161,000 | $74.24 |
| 06/30/2021 | Schwab US Dividend Equity ETF | SCHD | 90,508 | 1,871 | 6,844,000 | 381,000 | $75.62 |
| 03/31/2021 | Schwab US Dividend Equity ETF | SCHD | 88,637 | 1,546 | 6,463,000 | 736,000 | $72.92 |
| 12/31/2020 | Schwab US Dividend Equity ETF | SCHD | 87,091 | 1,580 | 5,727,000 | 998,000 | $65.76 |
| 09/30/2020 | Schwab US Dividend Equity ETF | SCHD | 85,511 | 1,616 | 4,729,000 | 387,000 | $55.30 |
| 06/30/2020 | Schwab US Dividend Equity ETF | SCHD | 83,895 | 13,190 | 4,342,000 | 1,162,000 | $51.76 |
| 03/31/2020 | Schwab US Dividend Equity ETF | SCHD | 70,705 | 70,705 | 3,180,000 | 3,180,000 | $44.98 |
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