SCHWAB STRATEGIC TR

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

Morton Brown Family Wealth, LLC's Holding History (CIK: 0001909851)

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

Q4 2025
Shares 2,880 Value ($000) $87 Avg Close — Range —
Q3 2025
Shares 2,880 Value ($000) $85 Avg Close — Range —
Q2 2025
Shares 2,880 Value ($000) $81 Avg Close — Range —
Q1 2025
Shares 2,880 Value ($000) $75 Avg Close — Range —
Q4 2024
Shares 2,880 Value ($000) $80 Avg Close — Range —
Q3 2024
Shares 960 Value ($000) $80 Avg Close — Range —
Q2 2024
Shares 960 Value ($000) $77 Avg Close — Range —
Q1 2024
Shares 960 Value ($000) $78 Avg Close — Range —
Q4 2023
Shares 960 Value ($000) $72 Avg Close — Range —