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Aprio Wealth Management, LLC
> SCHD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | Schwab US Dividend Equity ETF | SCHD | 30,708 | 22,620 | 2,172,884,000 | 1,585,562,000 | $70,759.54 |
| 06/30/2023 | Schwab US Dividend Equity ETF | SCHD | 8,088 | -80 | 587,322,000 | 586,779,000 | $72,616.47 |
| 09/30/2022 | Schwab US Dividend Equity ETF | SCHD | 8,168 | -933 | 543,000 | -109,000 | $66.48 |
| 06/30/2022 | Schwab US Dividend Equity ETF | SCHD | 9,101 | 3,232 | 652,000 | 178,000 | $71.64 |
| 12/31/2021 | Schwab US Dividend Equity ETF | SCHD | 5,869 | -454 | 474,000 | 5,000 | $80.76 |
| 09/30/2021 | Schwab US Dividend Equity ETF | SCHD | 6,323 | -2,976 | 469,000 | -234,000 | $74.17 |
| 06/30/2021 | Schwab US Dividend Equity ETF | SCHD | 9,299 | 4,748 | 703,000 | 411,000 | $75.60 |
| 12/31/2020 | Schwab US Dividend Equity ETF | SCHD | 4,551 | -4,045 | 292,000 | -183,000 | $64.16 |
| 09/30/2020 | Schwab US Dividend Equity ETF | SCHD | 8,596 | -2,245 | 475,000 | -86,000 | $55.26 |
| 06/30/2020 | Schwab US Dividend Equity ETF | SCHD | 10,841 | 300 | 561,000 | 87,000 | $51.75 |
| 03/31/2020 | Schwab US Dividend Equity ETF | SCHD | 10,541 | 10,541 | 474,000 | 474,000 | $44.97 |
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