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Brio Consultants, LLC
> SCHD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Schwab US Dividend Equity ETF | SCHD | 6,477 | -411,282 | 470,389,000 | -31,087,099,000 | $72,624.52 |
| 12/31/2022 | Schwab US Dividend Equity ETF | SCHD | 417,759 | 417,759 | 31,557,488,000 | 31,557,488,000 | $75,539.94 |
| 06/30/2020 | Schwab US Dividend Equity ETF | SCHD | 0 | -6,672 | 0 | -300,000 | |
| 03/31/2020 | Schwab US Dividend Equity ETF | SCHD | 6,672 | -96 | 300,000 | -92,000 | $44.96 |
| 12/31/2019 | Schwab US Dividend Equity ETF | SCHD | 6,768 | 63 | 392,000 | 25,000 | $57.92 |
| 09/30/2019 | Schwab US Dividend Equity ETF | SCHD | 6,705 | 488 | 367,000 | 37,000 | $54.74 |
| 06/30/2019 | Schwab US Dividend Equity ETF | SCHD | 6,217 | -97 | 330,000 | 0 | $53.08 |
| 03/31/2019 | Schwab US Dividend Equity ETF | SCHD | 6,314 | 41 | 330,000 | 35,000 | $52.26 |
| 12/31/2018 | Schwab US Dividend Equity ETF | SCHD | 6,273 | 6,273 | 295,000 | 295,000 | $47.03 |
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