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LIBERTY WEALTH MANAGEMENT LLC
> SCHB
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB STRATEGIC TRUST | SCHB | 5,193 | 5,193 | 268,494,000 | 268,494,000 | $51,703.06 |
| 06/30/2022 | SCHWAB STRATEGIC TRUST | SCHB | 0 | -5,281 | 0 | -281,000 | |
| 03/31/2022 | SCHWAB STRATEGIC TRUST | SCHB | 5,281 | 2,646 | 281,000 | -16,000 | $53.21 |
| 12/31/2021 | SCHWAB STRATEGIC TRUST | SCHB | 2,635 | 8 | 297,000 | 24,000 | $112.71 |
| 09/30/2021 | SCHWAB STRATEGIC TRUST | SCHB | 2,627 | 6 | 273,000 | 0 | $103.92 |
| 06/30/2021 | SCHWAB STRATEGIC TRUST | SCHB | 2,621 | 839 | 273,000 | 109,000 | $104.16 |
| 06/30/2021 | SCHWAB STRATEGIC TRUST | SCHB | 273,299 | 271,517 | 2,621,000 | 2,457,000 | $9.59 |
| 03/31/2021 | SCHWAB STRATEGIC TRUST | SCHB | 1,782 | 0 | 164,000 | 0 | $92.03 |
| 12/31/2020 | SCHWAB STRATEGIC TRUST | SCHB | 1,782 | 5 | 164,000 | 22,000 | $92.03 |
| 09/30/2020 | SCHWAB STRATEGIC TRUST | SCHB | 1,777 | 833 | 142,000 | 73,000 | $79.91 |
| 06/30/2020 | SCHWAB STRATEGIC TRUST | SCHB | 944 | 2 | 69,000 | 12,000 | $73.09 |
| 03/31/2020 | SCHWAB STRATEGIC TRUST | SCHB | 942 | 2 | 57,000 | -15,000 | $60.51 |
| 12/31/2019 | SCHWAB STRATEGIC TRUST | SCHB | 940 | -1,565 | 72,000 | -106,000 | $76.60 |
| 09/30/2019 | SCHWAB STRATEGIC TRUST | SCHB | 2,505 | 1,937 | 178,000 | 138,000 | $71.06 |
| 06/30/2019 | SCHWAB STRATEGIC TRUST | SCHB | 568 | 0 | 40,000 | 2,000 | $70.42 |
| 03/31/2019 | SCHWAB STRATEGIC TRUST | SCHB | 568 | 0 | 38,000 | 4,000 | $66.90 |
| 12/31/2018 | SCHWAB STRATEGIC TRUST | SCHB | 568 | 568 | 34,000 | 34,000 | $59.86 |
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