SCHWAB STRATEGIC TR

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

Coordinated Financial Services, Inc.'s Holding History (CIK: 0002055532)

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

Q4 2025
Shares 32,620 Value ($000) $812 Avg Close — Range —
Q3 2025
Shares 27,138 Value ($000) $677 Avg Close — Range —
Q2 2025
Shares 22,245 Value ($000) $552 Avg Close — Range —
Q4 2024
Shares 22,774 Value ($000) $555 Avg Close — Range —