SCHWAB STRATEGIC TR

Ticker: SCHI CUSIP: 808524698 Class: 5 10YR CORP BD

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025
Shares 136,252 Value ($000) $3,130 Avg Close — Range —
Q3 2025
Shares 10,044 Value ($000) $232 Avg Close — Range —
Q3 2024
Shares 5,670 Value ($000) $262 Avg Close — Range —