SCHWAB STRATEGIC TR

Ticker: SCMB CUSIP: 808524649 Class: MUN BD ETF

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

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

Q4 2025
Shares 9,243 Value ($000) $238 Avg Close — Range —
Q3 2025
Shares 9,243 Value ($000) $237 Avg Close — Range —
Q2 2025
Shares 9,243 Value ($000) $233 Avg Close — Range —