SCHWAB STRATEGIC TR

Ticker: FNDE CUSIP: 808524730 Class: FUNDAMENTAL EMER

Goldstone Financial Group, LLC's Holding History (CIK: 0002040021)

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

Q4 2025
Shares 73,387 Value ($000) $2,646 Avg Close — Range —
Q3 2025
Shares 63,644 Value ($000) $2,301 Avg Close — Range —
Q2 2025
Shares 58,239 Value ($000) $1,955 Avg Close — Range —
Q1 2025
Shares 52,344 Value ($000) $1,612 Avg Close — Range —
Q4 2024
Shares 53,837 Value ($000) $1,564 Avg Close — Range —
Q3 2024
Shares 46,747 Value ($000) $1,509 Avg Close — Range —
Q2 2024
Shares 40,349 Value ($000) $1,193 Avg Close — Range —
Q1 2024
Shares 23,229 Value ($000) $645 Avg Close — Range —
Q4 2023
Shares 22,712 Value ($000) $616 Avg Close — Range —
Q3 2023
Shares 17,737 Value ($000) $465 Avg Close — Range —
Q2 2023
Shares 13,908 Value ($000) $372 Avg Close — Range —
Q1 2023
Shares 13,815 Value ($000) $360 Avg Close — Range —