SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

PRECEDENT WEALTH PARTNERS, LLC's Holding History (CIK: 0002008666)

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

Q4 2025
Shares 14,526 Value ($000) $381 Avg Close — Range —
Q3 2025
Shares 14,526 Value ($000) $373 Avg Close — Range —
Q2 2025
Shares 14,526 Value ($000) $346 Avg Close — Range —
Q1 2025
Shares 14,526 Value ($000) $313 Avg Close — Range —
Q4 2024
Shares 15,171 Value ($000) $344 Avg Close — Range —
Q3 2024
Shares 5,057 Value ($000) $336 Avg Close — Range —
Q2 2024
Shares 3,974 Value ($000) $250 Avg Close — Range —
Q1 2024
Shares 3,974 Value ($000) $243 Avg Close — Range —
Q4 2023
Shares 3,974 Value ($000) $221 Avg Close — Range —