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EP Wealth Advisors, LLC
> SCHD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Schwab US Dividend Equity ETF | SCHD | 9,968 | -293,562 | 16,915,714,000 | -6,012,932,000 | $1,697,001.81 |
| 12/31/2022 | Schwab US Dividend Equity ETF | SCHD | 303,530 | 68,466 | 22,928,646,000 | 22,913,031,000 | $75,539.97 |
| 09/30/2022 | Schwab US Dividend Equity ETF | SCHD | 235,064 | 172,815 | 15,615,000 | 11,156,000 | $66.43 |
| 06/30/2022 | Schwab US Dividend Equity ETF | SCHD | 62,249 | 8,544 | 4,459,000 | 222,000 | $71.63 |
| 03/31/2022 | Schwab US Dividend Equity ETF | SCHD | 53,705 | 7,021 | 4,237,000 | 464,000 | $78.89 |
| 12/31/2021 | Schwab US Dividend Equity ETF | SCHD | 46,684 | 45,265 | 3,773,000 | -949,000 | $80.82 |
| 09/30/2021 | Schwab US Dividend Equity ETF | SCHD | 1,419 | 1,419 | 4,722,000 | 4,722,000 | $3,327.70 |
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