SCHWAB STRATEGIC TR

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

BURLING WEALTH PARTNERS, LLC's Holding History (CIK: 0002054946)

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

Q4 2025
Shares 9,240 Value ($000) $230 Avg Close — Range —
Q3 2025
Shares 9,440 Value ($000) $235 Avg Close — Range —
Q2 2025
Shares 12,240 Value ($000) $304 Avg Close — Range —