SCHWAB STRATEGIC TR

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

Cyndeo Wealth Partners, LLC's Holding History (CIK: 0001950947)

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

Q4 2025
Shares 16,079 Value ($000) $476 Avg Close — Range —
Q3 2025
Shares 17,389 Value ($000) $506 Avg Close — Range —
Q2 2025
Shares 17,389 Value ($000) $481 Avg Close — Range —