SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

Milestones Private Investment Advisors LLC's Holding History (CIK: 0001726041)

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

Q4 2025
Shares 23,771 Value ($000) $715 Avg Close — Range —
Q3 2025
Shares 23,756 Value ($000) $704 Avg Close — Range —
Q2 2025
Shares 23,801 Value ($000) $668 Avg Close — Range —