SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

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

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

Q4 2025
Shares 15,491 Value ($000) $441 Avg Close — Range —
Q3 2025
Shares 15,438 Value ($000) $431 Avg Close — Range —
Q2 2025
Shares 14,733 Value ($000) $373 Avg Close — Range —