PLANNING DIRECTIONS INC: SCHD [Rocket]

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PLANNING DIRECTIONS INC > SCHD

Date	Name	Ticker	Shares	Change	Value	Change	Price
06/30/2023	Schwab US Dividend Equity ETF	SCHD	254,550	73,029	18,485,000	5,205,000	$72.62
03/31/2023	Schwab US Dividend Equity ETF	SCHD	181,521	13,272	13,280,000	570,000	$73.16
12/31/2022	Schwab US Dividend Equity ETF	SCHD	168,249	6,508	12,710,000	1,966,000	$75.54
09/30/2022	Schwab US Dividend Equity ETF	SCHD	161,741	10,314	10,744,000	-103,000	$66.43
06/30/2022	Schwab US Dividend Equity ETF	SCHD	151,427	28,893	10,847,000	1,180,000	$71.63
03/31/2022	Schwab US Dividend Equity ETF	SCHD	122,534	8,088	9,667,000	416,000	$78.89
12/31/2021	Schwab US Dividend Equity ETF	SCHD	114,446	1,376	9,251,000	857,000	$80.83
09/30/2021	Schwab US Dividend Equity ETF	SCHD	113,070	243	8,394,000	-138,000	$74.24
06/30/2021	Schwab US Dividend Equity ETF	SCHD	112,827	2,100	8,532,000	1,430,000	$75.62
12/31/2020	Schwab US Dividend Equity ETF	SCHD	110,727	7,255	7,102,000	1,380,000	$64.14
09/30/2020	Schwab US Dividend Equity ETF	SCHD	103,472	11,498	5,722,000	962,000	$55.30
06/30/2020	Schwab US Dividend Equity ETF	SCHD	91,974	91,974	4,760,000	4,760,000	$51.75
03/31/2020	Schwab US Dividend Equity ETF	SCHD	0	-61,955	0	-3,588,000
12/31/2019	Schwab US Dividend Equity ETF	SCHD	61,955	-1,673	3,588,000	102,000	$57.91
09/30/2019	Schwab US Dividend Equity ETF	SCHD	63,628	1,863	3,486,000	208,000	$54.79
06/30/2019	Schwab US Dividend Equity ETF	SCHD	61,765	1,946	3,278,000	151,000	$53.07
03/31/2019	Schwab US Dividend Equity ETF	SCHD	59,819	4,143	3,127,000	512,000	$52.27
12/31/2018	Schwab US Dividend Equity ETF	SCHD	55,676	1,439	2,615,000	-260,000	$46.97
09/30/2018	Schwab US Dividend Equity ETF	SCHD	54,237	346	2,875,000	219,000	$53.01
06/30/2018	Schwab US Dividend Equity ETF	SCHD	53,891	53,891	2,656,000	2,656,000	$49.28
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