SCHWAB STRATEGIC TR

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

Golden Bell Financial Planning LLC's Holding History (CIK: 0002044309)

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

Q4 2025
Shares 152,569 Value ($000) $4,518 Avg Close — Range —
Q3 2025
Shares 155,570 Value ($000) $4,529 Avg Close — Range —
Q2 2025
Shares 160,958 Value ($000) $4,454 Avg Close — Range —
Q1 2025
Shares 169,645 Value ($000) $4,509 Avg Close — Range —
Q4 2024
Shares 179,291 Value ($000) $4,674 Avg Close — Range —