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WEALTHSOURCE PARTNERS, LLC
> SCHD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 12/31/2022 | Schwab US Dividend Equity ETF | SCHD | 0 | -22,628 | 0 | -1,503,000 | |
| 09/30/2022 | Schwab US Dividend Equity ETF | SCHD | 22,628 | 4,918 | 1,503,000 | 234,000 | $66.42 |
| 06/30/2022 | Schwab US Dividend Equity ETF | SCHD | 17,710 | -3,984 | 1,269,000 | -442,000 | $71.65 |
| 03/31/2022 | Schwab US Dividend Equity ETF | SCHD | 21,694 | 21,694 | 1,711,000 | 1,711,000 | $78.87 |
| 09/30/2019 | Schwab US Dividend Equity ETF | SCHD | 0 | -3,988 | 0 | -212,000 | |
| 06/30/2019 | Schwab US Dividend Equity ETF | SCHD | 3,988 | 3,988 | 212,000 | 212,000 | $53.16 |
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