SCHWAB STRATEGIC TR

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

Morton Brown Family Wealth, LLC's Holding History (CIK: 0001909851)

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

Q4 2025
Shares 11,934 Value ($000) $274 Avg Close — Range —
Q3 2025
Shares 10,578 Value ($000) $244 Avg Close — Range —
Q2 2025
Shares 10,016 Value ($000) $228 Avg Close — Range —
Q1 2025
Shares 9,891 Value ($000) $222 Avg Close — Range —
Q4 2024
Shares 15,636 Value ($000) $345 Avg Close — Range —