SCHWAB STRATEGIC TR

Ticker: FNDE CUSIP: 808524730 Class: FUNDAMENTAL EMER

Kaizen Financial Strategies's Holding History (CIK: 0001842013)

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

Q4 2025
Shares 49,560 Value ($000) $1,787 Avg Close — Range —
Q3 2025
Shares 50,222 Value ($000) $1,855 Avg Close — Range —
Q2 2025
Shares 42,779 Value ($000) $1,412 Avg Close — Range —
Q1 2025
Shares 45,433 Value ($000) $1,399 Avg Close — Range —
Q4 2024
Shares 45,563 Value ($000) $1,324 Avg Close — Range —
Q3 2024
Shares 44,214 Value ($000) $1,427 Avg Close — Range —
Q2 2024
Shares 44,738 Value ($000) $1,304 Avg Close — Range —
Q1 2024
Shares 44,133 Value ($000) $1,225 Avg Close — Range —
Q4 2023
Shares 43,140 Value ($000) $1,171 Avg Close — Range —
Q3 2023
Shares 42,402 Value ($000) $1,112 Avg Close — Range —