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Summit Financial Wealth Advisors, LLC
> SCHD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Schwab US Dividend Equity ETF | SCHD | 109,127 | 48,894 | 7,924,773,000 | 7,920,405,000 | $72,619.73 |
| 06/30/2022 | Schwab US Dividend Equity ETF | SCHD | 60,233 | 1,394 | 4,368,000 | -274,000 | $72.52 |
| 03/31/2022 | Schwab US Dividend Equity ETF | SCHD | 58,839 | 1,700 | 4,642,000 | -31,000 | $78.89 |
| 12/31/2021 | Schwab US Dividend Equity ETF | SCHD | 57,139 | 830 | 4,673,000 | 493,000 | $81.78 |
| 09/30/2021 | Schwab US Dividend Equity ETF | SCHD | 56,309 | 7,969 | 4,180,000 | 1,079,000 | $74.23 |
| 03/31/2021 | Schwab US Dividend Equity ETF | SCHD | 48,340 | 3,753 | 3,101,000 | 635,000 | $64.15 |
| 12/31/2020 | Schwab US Dividend Equity ETF | SCHD | 44,587 | 600 | 2,466,000 | -30,000 | $55.31 |
| 09/30/2020 | Schwab US Dividend Equity ETF | SCHD | 43,987 | -652 | 2,496,000 | 198,000 | $56.74 |
| 06/30/2020 | Schwab US Dividend Equity ETF | SCHD | 44,639 | 0 | 2,298,000 | 210,000 | $51.48 |
| 03/31/2020 | Schwab US Dividend Equity ETF | SCHD | 44,639 | -808 | 2,088,000 | -548,000 | $46.78 |
| 12/31/2019 | Schwab US Dividend Equity ETF | SCHD | 45,447 | 102 | 2,636,000 | 166,000 | $58.00 |
| 09/30/2019 | Schwab US Dividend Equity ETF | SCHD | 45,345 | 0 | 2,470,000 | 64,000 | $54.47 |
| 06/30/2019 | Schwab US Dividend Equity ETF | SCHD | 45,345 | -2,429 | 2,406,000 | -117,000 | $53.06 |
| 03/31/2019 | Schwab US Dividend Equity ETF | SCHD | 47,774 | -9,000 | 2,523,000 | -144,000 | $52.81 |
| 12/31/2018 | Schwab US Dividend Equity ETF | SCHD | 56,774 | -1,312 | 2,667,000 | -262,000 | $46.98 |
| 09/30/2018 | Schwab US Dividend Equity ETF | SCHD | 58,086 | -9,235 | 2,929,000 | -372,000 | $50.43 |
| 06/30/2018 | Schwab US Dividend Equity ETF | SCHD | 67,321 | 0 | 3,301,000 | 0 | $49.03 |
| 03/31/2018 | Schwab US Dividend Equity ETF | SCHD | 67,321 | -2,555 | 3,301,000 | -275,000 | $49.03 |
| 12/31/2017 | Schwab US Dividend Equity ETF | SCHD | 69,876 | -234 | 3,576,000 | 295,000 | $51.18 |
| 09/30/2017 | Schwab US Dividend Equity ETF | SCHD | 70,110 | -9,621 | 3,281,000 | -315,000 | $46.80 |
| 06/30/2017 | Schwab US Dividend Equity ETF | SCHD | 79,731 | -141 | 3,596,000 | 35,000 | $45.10 |
| 03/31/2017 | Schwab US Dividend Equity ETF | SCHD | 79,872 | 79,872 | 3,561,000 | 3,561,000 | $44.58 |
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