SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q1 2014
Shares 8,695 Value ($000) $389 Avg Close — Range —
Q4 2013
Shares 7,413 Value ($000) $327 Avg Close — Range —