SCHWAB STRATEGIC TR

Ticker: SCHJ CUSIP: 808524714 Class: 1 5YR CORP BD

Geneos Wealth Management Inc.'s Holding History (CIK: 0001764754)

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

Q4 2025
Shares 1,000 Value ($000) $25 Avg Close — Range —
Q3 2025
Shares 1,000 Value ($000) $25 Avg Close — Range —
Q2 2025
Shares 1,000 Value ($000) $25 Avg Close — Range —
Q1 2025
Shares 1,112 Value ($000) $27 Avg Close — Range —
Q4 2023
Shares 56 Value ($000) $3 Avg Close — Range —