SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 24,719 Value ($000) $806 Avg Close — Range —
Q3 2025
Shares 6,919 Value ($000) $221 Avg Close — Range —
Q2 2024
Shares 1,005 Value ($000) $101 Avg Close — Range —