SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Avantra Family Wealth, Inc.'s Holding History (CIK: 0001774744)

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

Q4 2025
Shares 7,549 Value ($000) $246 Avg Close — Range —
Q3 2025
Shares 7,549 Value ($000) $241 Avg Close — Range —
Q1 2025
Shares 10,292 Value ($000) $258 Avg Close — Range —
Q4 2024
Shares 10,292 Value ($000) $287 Avg Close — Range —