SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Kondo Wealth Advisors, Inc.'s Holding History (CIK: 0002070929)

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

Q4 2025
Shares 44,749 Value ($000) $1,204 Avg Close — Range —
Q3 2025
Shares 44,749 Value ($000) $1,179 Avg Close — Range —
Q2 2025
Shares 43,449 Value ($000) $1,063 Avg Close — Range —
Q1 2025
Shares 43,449 Value ($000) $959 Avg Close — Range —
Q4 2024
Shares 43,449 Value ($000) $1,007 Avg Close — Range —