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EVERGREEN CAPITAL MANAGEMENT LLC
> SCHX
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB US LC ETF | SCHX | 9,841 | 9,841 | 515,359,000 | 515,359,000 | $52,368.56 |
| 06/30/2022 | SCHWAB US LC ETF | SCHX | 0 | -5,451 | 0 | -294,000 | |
| 03/31/2022 | SCHWAB US LC ETF | SCHX | 5,451 | 2,735 | 294,000 | -15,000 | $53.94 |
| 12/31/2021 | SCHWAB US LC ETF | SCHX | 2,716 | 1 | 309,000 | 27,000 | $113.77 |
| 09/30/2021 | SCHWAB US LC ETF | SCHX | 2,715 | 9 | 282,000 | 1,000 | $103.87 |
| 06/30/2021 | SCHWAB US LC ETF | SCHX | 2,706 | 1 | 281,000 | 21,000 | $103.84 |
| 03/31/2021 | SCHWAB US LC ETF | SCHX | 2,705 | 2,705 | 260,000 | 260,000 | $96.12 |
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