SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

EVOLUTION WEALTH MANAGEMENT INC.'s Holding History (CIK: 0002010029)

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

Q4 2025
Shares 78,865 Value ($000) $2,122 Avg Close — Range —
Q3 2025
Shares 78,180 Value ($000) $2,059 Avg Close — Range —
Q2 2025
Shares 46,101 Value ($000) $1,127 Avg Close — Range —