SCHWAB STRATEGIC TR

Ticker: SCHY CUSIP: 808524672 Class: INTERNL DIVID

Keystone Financial Group, Inc.'s Holding History (CIK: 0002053642)

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

Q4 2025
Shares 20,981 Value ($000) $626 Avg Close — Range —
Q3 2025
Shares 20,901 Value ($000) $584 Avg Close — Range —
Q2 2025
Shares 21,794 Value ($000) $593 Avg Close — Range —
Q1 2025
Shares 30,096 Value ($000) $803 Avg Close — Range —
Q4 2024
Shares 41,101 Value ($000) $950 Avg Close — Range —