SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

Cyndeo Wealth Partners, LLC's Holding History (CIK: 0001950947)

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

Q1 2025
Shares 31,756 Value ($000) $876 Avg Close — Range —
Q4 2024
Shares 31,756 Value ($000) $846 Avg Close — Range —
Q3 2024
Shares 31,756 Value ($000) $927 Avg Close — Range —
Q2 2024
Shares 37,322 Value ($000) $991 Avg Close — Range —
Q1 2024
Shares 37,322 Value ($000) $942 Avg Close — Range —
Q4 2023
Shares 49,326 Value ($000) $1,223 Avg Close — Range —
Q3 2023
Shares 53,766 Value ($000) $1,287 Avg Close — Range —