Schwab Target 2020

Ticker: SWCRX CUSIP: 808509558 Class: MF

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

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

Q4 2025
Shares 12,167 Value ($000) $157 Avg Close — Range —
Q3 2025
Shares 10,846 Value ($000) $152 Avg Close — Range —
Q2 2025
Shares 10,682 Value ($000) $144 Avg Close — Range —
Q1 2025
Shares 10,283 Value ($000) $131 Avg Close — Range —
Q4 2024
Shares 10,283 Value ($000) $131 Avg Close — Range —
Q4 2023
Shares 14,065 Value ($000) $0 Avg Close — Range —