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CASTLE WEALTH MANAGEMENT LLC
> SCHD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Schwab US Dividend Equity ETF | SCHD | 4,888 | 602 | 354,967,000 | 354,682,000 | $72,620.09 |
| 03/31/2023 | Schwab US Dividend Equity ETF | SCHD | 5,163 | 877 | 377,726,000 | 377,441,000 | $73,160.18 |
| 09/30/2022 | Schwab US Dividend Equity ETF | SCHD | 4,286 | -112 | 285,000 | -30,000 | $66.50 |
| 06/30/2022 | Schwab US Dividend Equity ETF | SCHD | 4,398 | 4,398 | 315,000 | 315,000 | $71.62 |
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