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Capasso Planning Partners LLC
> SCHC
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB STRATEGIC TRUST | SCHC | 26,892 | -1,678 | 908,145,000 | 9,045,000 | $33,770.08 |
| 12/31/2022 | SCHWAB STRATEGIC TRUST | SCHC | 28,570 | -1,074 | 899,100,000 | 898,277,000 | $31,470.07 |
| 09/30/2022 | SCHWAB STRATEGIC TRUST | SCHC | 29,644 | 2,452 | 823,000 | -26,000 | $27.76 |
| 06/30/2022 | SCHWAB STRATEGIC TRUST | SCHC | 27,192 | -3,626 | 849,000 | -321,000 | $31.22 |
| 03/31/2022 | SCHWAB STRATEGIC TRUST | SCHC | 30,818 | -3,769 | 1,170,000 | -246,000 | $37.96 |
| 12/31/2021 | SCHWAB STRATEGIC TRUST | SCHC | 34,587 | 34,587 | 1,416,000 | 1,416,000 | $40.94 |
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