SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Milestones Private Investment Advisors LLC's Holding History (CIK: 0001726041)

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

Q4 2025
Shares 154,186 Value ($000) $4,044 Avg Close — Range —
Q3 2025
Shares 156,588 Value ($000) $4,026 Avg Close — Range —
Q2 2025
Shares 151,864 Value ($000) $3,619 Avg Close — Range —