SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

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

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

Q4 2025
Shares 1,988 Value ($000) $65 Avg Close — Range —
Q3 2025
Shares 2,296 Value ($000) $73 Avg Close — Range —
Q2 2025
Shares 2,256 Value ($000) $66 Avg Close — Range —