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Perfromance Wealth Partners, LLC
> SCHD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Schwab US Dividend Equity ETF | SCHD | 170,971 | 51,779 | 12,434,693,000 | 3,430,929,000 | $72,729.84 |
| 12/31/2022 | Schwab US Dividend Equity ETF | SCHD | 119,192 | 119,192 | 9,003,764,000 | 9,003,764,000 | $75,540.00 |
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