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Wealthspire Advisors, LLC
> SCHE
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 03/31/2023 | SCHWAB STRATEGIC TRUST | SCHE | 794,754 | 17,265 | 19,487,372,000 | 1,084,201,000 | $24,520.00 |
| 12/31/2022 | SCHWAB STRATEGIC TRUST | SCHE | 777,489 | 136,021 | 18,403,171,000 | 18,388,802,000 | $23,670.01 |
| 09/30/2022 | SCHWAB STRATEGIC TRUST | SCHE | 641,468 | 28,208 | 14,369,000 | -1,196,000 | $22.40 |
| 06/30/2022 | SCHWAB STRATEGIC TRUST | SCHE | 613,260 | 213,767 | 15,565,000 | 4,471,000 | $25.38 |
| 03/31/2022 | SCHWAB STRATEGIC TRUST | SCHE | 399,493 | 43,311 | 11,094,000 | 544,000 | $27.77 |
| 12/31/2021 | SCHWAB STRATEGIC TRUST | SCHE | 356,182 | 24,014 | 10,550,000 | -372,000 | $29.62 |
| 06/30/2021 | SCHWAB STRATEGIC TRUST | SCHE | 332,168 | 15,276 | 10,922,000 | 851,000 | $32.88 |
| 03/31/2021 | SCHWAB STRATEGIC TRUST | SCHE | 316,892 | 38,335 | 10,071,000 | 1,533,000 | $31.78 |
| 12/31/2020 | SCHWAB STRATEGIC TRUST | SCHE | 278,557 | 278,557 | 8,538,000 | 8,538,000 | $30.65 |
| 06/30/2020 | SCHWAB STRATEGIC TRUST | SCHE | 0 | -409,480 | 0 | -8,472,000 | |
| 03/31/2020 | SCHWAB STRATEGIC TRUST | SCHE | 409,480 | 409,480 | 8,472,000 | 8,472,000 | $20.69 |
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