SCHWAB STRATEGIC TR

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

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 40,053 Value ($000) $1,186 Avg Close — Range —
Q3 2025
Shares 22,446 Value ($000) $653 Avg Close — Range —