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Wellspring Financial Advisors, LLC
> FNDX
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB STRATEGIC TRUST | FNDX | 7,953 | 39 | 457,870,000 | 23,221,000 | $57,571.99 |
| 03/31/2023 | SCHWAB STRATEGIC TRUST | FNDX | 7,914 | 39 | 434,649,000 | 13,791,000 | $54,921.53 |
| 12/31/2022 | SCHWAB STRATEGIC TRUST | FNDX | 7,875 | 43 | 420,858,000 | 420,484,000 | $53,442.29 |
| 09/30/2022 | SCHWAB STRATEGIC TRUST | FNDX | 7,832 | 44 | 374,000 | -22,000 | $47.75 |
| 06/30/2022 | SCHWAB STRATEGIC TRUST | FNDX | 7,788 | 44 | 396,000 | -57,000 | $50.85 |
| 03/31/2022 | SCHWAB STRATEGIC TRUST | FNDX | 7,744 | 31 | 453,000 | 1,000 | $58.50 |
| 12/31/2021 | SCHWAB STRATEGIC TRUST | FNDX | 7,713 | 37 | 452,000 | 38,000 | $58.60 |
| 09/30/2021 | SCHWAB STRATEGIC TRUST | FNDX | 7,676 | 35 | 414,000 | -4,000 | $53.93 |
| 06/30/2021 | SCHWAB STRATEGIC TRUST | FNDX | 7,641 | 217 | 418,000 | 185,000 | $54.70 |
| 03/31/2021 | SCHWAB STRATEGIC TRUST | FNDX | 7,424 | -156 | 233,000 | -110,000 | $31.38 |
| 12/31/2020 | SCHWAB STRATEGIC TRUST | FNDX | 7,580 | 41 | 343,000 | 51,000 | $45.25 |
| 09/30/2020 | SCHWAB STRATEGIC TRUST | FNDX | 7,539 | 64 | 292,000 | 17,000 | $38.73 |
| 06/30/2020 | SCHWAB STRATEGIC TRUST | FNDX | 7,475 | 51 | 275,000 | 42,000 | $36.79 |
| 03/31/2020 | SCHWAB STRATEGIC TRUST | FNDX | 7,424 | 7,424 | 233,000 | 233,000 | $31.38 |
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