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Sandbox Financial Partners, LLC
> SCHD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | Schwab US Dividend Equity ETF | SCHD | 3,473 | -160 | 245,728,000 | -18,074,000 | $70,753.82 |
| 06/30/2023 | Schwab US Dividend Equity ETF | SCHD | 3,633 | 484 | 263,802,000 | 25,939,000 | $72,612.72 |
| 12/31/2022 | Schwab US Dividend Equity ETF | SCHD | 3,149 | -1,289 | 237,863,000 | 237,545,000 | $75,536.04 |
| 06/30/2022 | Schwab US Dividend Equity ETF | SCHD | 4,438 | 29 | 318,000 | -30,000 | $71.65 |
| 03/31/2022 | Schwab US Dividend Equity ETF | SCHD | 4,409 | -14 | 348,000 | -10,000 | $78.93 |
| 12/31/2021 | Schwab US Dividend Equity ETF | SCHD | 4,423 | -1,026 | 358,000 | -47,000 | $80.94 |
| 09/30/2021 | Schwab US Dividend Equity ETF | SCHD | 5,449 | -5,724 | 405,000 | -440,000 | $74.33 |
| 06/30/2021 | Schwab US Dividend Equity ETF | SCHD | 11,173 | 11,173 | 845,000 | 845,000 | $75.63 |
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