SCHWAB STRATEGIC TR

Ticker: SCMB CUSIP: 808524649 Class: MUN BD ETF

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

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

Q4 2025
Shares 3,069 Value ($000) $79 Avg Close — Range —
Q3 2025
Shares 1,080 Value ($000) $28 Avg Close — Range —
Q2 2025
Shares 22,672 Value ($000) $571 Avg Close — Range —
Q1 2025
Shares 22,672 Value ($000) $575 Avg Close — Range —
Q4 2024
Shares 14,839 Value ($000) $381 Avg Close — Range —