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YHB Investment Advisors, Inc.
> SCHD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Schwab US Dividend Equity ETF | SCHD | 148,907 | -591 | 10,813,610,000 | -123,690,000 | $72,619.89 |
| 03/31/2023 | Schwab US Dividend Equity ETF | SCHD | 149,498 | 20,751 | 10,937,300,000 | 10,928,747,000 | $73,160.18 |
| 09/30/2022 | Schwab US Dividend Equity ETF | SCHD | 128,747 | 9,160 | 8,553,000 | -13,000 | $66.43 |
| 06/30/2022 | Schwab US Dividend Equity ETF | SCHD | 119,587 | 56,147 | 8,566,000 | 3,561,000 | $71.63 |
| 03/31/2022 | Schwab US Dividend Equity ETF | SCHD | 63,440 | 6,830 | 5,005,000 | 429,000 | $78.89 |
| 12/31/2021 | Schwab US Dividend Equity ETF | SCHD | 56,610 | 5,804 | 4,576,000 | 804,000 | $80.83 |
| 09/30/2021 | Schwab US Dividend Equity ETF | SCHD | 50,806 | 1,214 | 3,772,000 | 22,000 | $74.24 |
| 06/30/2021 | Schwab US Dividend Equity ETF | SCHD | 49,592 | 1,264 | 3,750,000 | 116,000 | $75.62 |
| 03/31/2021 | Schwab US Dividend Equity ETF | SCHD | 48,328 | 1,214 | 3,634,000 | 612,000 | $75.19 |
| 12/31/2020 | Schwab US Dividend Equity ETF | SCHD | 47,114 | 1,613 | 3,022,000 | 506,000 | $64.14 |
| 09/30/2020 | Schwab US Dividend Equity ETF | SCHD | 45,501 | 45,501 | 2,516,000 | 2,516,000 | $55.30 |
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