SCHWAB STRATEGIC TR

Ticker: FNDE CUSIP: 808524730 Class: FUNDAMENTAL EMER

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q4 2025
Shares 6,794 Value ($000) $265 Avg Close — Range —
Q3 2025
Shares 6,794 Value ($000) $247 Avg Close — Range —