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ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
> SCHD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Schwab US Dividend Equity ETF | SCHD | 91,112 | 819 | 6,616,519,000 | -204,214,000 | $72,619.62 |
| 12/31/2022 | Schwab US Dividend Equity ETF | SCHD | 90,293 | 75,238 | 6,820,733,000 | 6,819,655,000 | $75,540.00 |
| 06/30/2022 | Schwab US Dividend Equity ETF | SCHD | 15,055 | 11,734 | 1,078,000 | 816,000 | $71.60 |
| 03/31/2022 | Schwab US Dividend Equity ETF | SCHD | 3,321 | 3,321 | 262,000 | 262,000 | $78.89 |
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