SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Level Wealth Management LLC's Holding History (CIK: 0002036775)

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

Q4 2025
Shares 13,205 Value ($000) $346 Avg Close — Range —
Q3 2025
Shares 18,150 Value ($000) $467 Avg Close — Range —
Q2 2025
Shares 18,385 Value ($000) $438 Avg Close — Range —
Q1 2025
Shares 18,385 Value ($000) $396 Avg Close — Range —
Q4 2024
Shares 19,111 Value ($000) $434 Avg Close — Range —