SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

My Personal CFO, LLC's Holding History (CIK: 0001916366)

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

Q4 2025
Shares 25,257 Value ($000) $662 Avg Close — Range —
Q3 2025
Shares 30,144 Value ($000) $775 Avg Close — Range —
Q2 2025
Shares 25,220 Value ($000) $601 Avg Close — Range —
Q1 2025
Shares 25,203 Value ($000) $543 Avg Close — Range —
Q4 2024
Shares 25,184 Value ($000) $572 Avg Close — Range —
Q3 2024
Shares 8,388 Value ($000) $558 Avg Close — Range —
Q2 2024
Shares 8,375 Value ($000) $527 Avg Close — Range —
Q1 2024
Shares 6,388 Value ($000) $390 Avg Close — Range —
Q4 2023
Shares 6,388 Value ($000) $356 Avg Close — Range —