SCHWAB STRATEGIC TR

Ticker: SCHV CUSIP: 808524409 Class: US LCAP VA ETF

Resurgent Financial Advisors LLC's Holding History (CIK: 0001912339)

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

Q4 2025
Shares 9,847 Value ($000) $292 Avg Close — Range —
Q3 2025
Shares 10,301 Value ($000) $300 Avg Close — Range —
Q2 2025
Shares 12,433 Value ($000) $344 Avg Close — Range —
Q1 2025
Shares 12,880 Value ($000) $342 Avg Close — Range —
Q4 2024
Shares 16,391 Value ($000) $427 Avg Close — Range —
Q3 2024
Shares 5,498 Value ($000) $442 Avg Close — Range —
Q2 2024
Shares 5,475 Value ($000) $406 Avg Close — Range —
Q1 2024
Shares 14,366 Value ($000) $1,092 Avg Close — Range —
Q4 2023
Shares 8,771 Value ($000) $615 Avg Close — Range —
Q3 2023
Shares 12,359 Value ($000) $797 Avg Close — Range —
Q2 2023
Shares 11,337 Value ($000) $761 Avg Close — Range —
Q1 2023
Shares 12,633 Value ($000) $828 Avg Close — Range —
Q4 2022
Shares 13,026 Value ($000) $860 Avg Close — Range —
Q3 2022
Shares 12,766 Value ($000) $747 Avg Close — Range —
Q2 2022
Shares 14,061 Value ($000) $878 Avg Close — Range —
Q1 2022
Shares 14,294 Value ($000) $1,020 Avg Close — Range —
Q4 2021
Shares 8,813 Value ($000) $645 Avg Close — Range —