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Capasso Planning Partners LLC
> SCHD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Schwab US Dividend Equity ETF | SCHD | 51,132 | 3,687 | 3,713,206,000 | 129,211,000 | $72,620.00 |
| 12/31/2022 | Schwab US Dividend Equity ETF | SCHD | 47,445 | 2,024 | 3,583,995,000 | 3,580,978,000 | $75,539.99 |
| 09/30/2022 | Schwab US Dividend Equity ETF | SCHD | 45,421 | 3,275 | 3,017,000 | -2,000 | $66.42 |
| 06/30/2022 | Schwab US Dividend Equity ETF | SCHD | 42,146 | 3,568 | 3,019,000 | -24,000 | $71.63 |
| 03/31/2022 | Schwab US Dividend Equity ETF | SCHD | 38,578 | -1,790 | 3,043,000 | -220,000 | $78.88 |
| 12/31/2021 | Schwab US Dividend Equity ETF | SCHD | 40,368 | 40,368 | 3,263,000 | 3,263,000 | $80.83 |
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