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Orgel Wealth Management, LLC
> SCHD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Schwab US Dividend Equity ETF | SCHD | 4,129,293 | 708,484 | 299,869,239,000 | 49,602,871,000 | $72,620.00 |
| 03/31/2023 | Schwab US Dividend Equity ETF | SCHD | 3,420,809 | 8,420 | 250,266,368,000 | 250,021,939,000 | $73,159.99 |
| 06/30/2022 | Schwab US Dividend Equity ETF | SCHD | 3,412,389 | 148,436 | 244,429,000 | -13,064,000 | $71.63 |
| 03/31/2022 | Schwab US Dividend Equity ETF | SCHD | 3,263,953 | 200,154 | 257,493,000 | 9,846,000 | $78.89 |
| 12/31/2021 | Schwab US Dividend Equity ETF | SCHD | 3,063,799 | 137,887 | 247,647,000 | 30,427,000 | $80.83 |
| 09/30/2021 | Schwab US Dividend Equity ETF | SCHD | 2,925,912 | -128,391 | 217,220,000 | -13,746,000 | $74.24 |
| 06/30/2021 | Schwab US Dividend Equity ETF | SCHD | 3,054,303 | 379,378 | 230,966,000 | 59,396,000 | $75.62 |
| 12/31/2020 | Schwab US Dividend Equity ETF | SCHD | 2,674,925 | 501,717 | 171,570,000 | 51,392,000 | $64.14 |
| 09/30/2020 | Schwab US Dividend Equity ETF | SCHD | 2,173,208 | 1,838,049 | 120,178,000 | 102,834,000 | $55.30 |
| 06/30/2020 | Schwab US Dividend Equity ETF | SCHD | 335,159 | -96,669 | 17,344,000 | -2,080,000 | $51.75 |
| 03/31/2020 | Schwab US Dividend Equity ETF | SCHD | 431,828 | 431,828 | 19,424,000 | 19,424,000 | $44.98 |
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