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CAROLINAS WEALTH CONSULTING LLC
> FNDA
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB STRATEGIC TRUST | FNDA | 0 | -418 | 0 | -19,529,000 | |
| 12/31/2022 | SCHWAB STRATEGIC TRUST | FNDA | 418 | 0 | 19,529,000 | 19,511,000 | $46,720.10 |
| 09/30/2022 | SCHWAB STRATEGIC TRUST | FNDA | 418 | 0 | 18,000 | -1,000 | $43.06 |
| 06/30/2022 | SCHWAB STRATEGIC TRUST | FNDA | 418 | 0 | 19,000 | -3,000 | $45.45 |
| 03/31/2022 | SCHWAB STRATEGIC TRUST | FNDA | 418 | 0 | 22,000 | -1,000 | $52.63 |
| 12/31/2021 | SCHWAB STRATEGIC TRUST | FNDA | 418 | 0 | 23,000 | 0 | $55.02 |
| 06/30/2021 | SCHWAB STRATEGIC TRUST | FNDA | 418 | 0 | 23,000 | 2,000 | $55.02 |
| 03/31/2021 | SCHWAB STRATEGIC TRUST | FNDA | 418 | 0 | 21,000 | 3,000 | $50.24 |
| 12/31/2020 | SCHWAB STRATEGIC TRUST | FNDA | 418 | 0 | 18,000 | 4,000 | $43.06 |
| 09/30/2020 | SCHWAB STRATEGIC TRUST | FNDA | 418 | -419 | 14,000 | -13,000 | $33.49 |
| 06/30/2020 | SCHWAB STRATEGIC TRUST | FNDA | 837 | 0 | 27,000 | 5,000 | $32.26 |
| 03/31/2020 | SCHWAB STRATEGIC TRUST | FNDA | 837 | -6,602 | 22,000 | -276,000 | $26.28 |
| 12/31/2019 | SCHWAB STRATEGIC TRUST | FNDA | 7,439 | 7,439 | 298,000 | 298,000 | $40.06 |
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