SCHWAB TARGET 2035

Ticker: SWIRX CUSIP: 808509244 Class: MF

Ethos Financial Group, LLC's Holding History (CIK: 0001954242)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 14,370 Value ($000) $267 Avg Close — Range —
Q3 2025
Shares 13,058 Value ($000) $253 Avg Close — Range —
Q2 2025
Shares 12,863 Value ($000) $237 Avg Close — Range —
Q1 2025
Shares 12,419 Value ($000) $212 Avg Close — Range —
Q4 2024
Shares 12,419 Value ($000) $212 Avg Close — Range —
Q3 2024
Shares 11,733 Value ($000) $211 Avg Close — Range —
Q2 2024
Shares 11,511 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 11,279 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 11,017 Value ($000) $0 Avg Close — Range —