SCHWAB STRATEGIC TR

Ticker: FNDF CUSIP: 808524755 Class: FUNDAMENTAL INTL

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025
Shares 17,696 Value ($000) $800 Avg Close Range
Q3 2025
Shares 26,720 Value ($000) $1,148 Avg Close Range
Q2 2025
Shares 25,654 Value ($000) $1,027 Avg Close Range
Q1 2025
Shares 30,424 Value ($000) $1,100 Avg Close Range
Q4 2024
Shares 12,843 Value ($000) $427 Avg Close Range
Q3 2024
Shares 12,074 Value ($000) $451 Avg Close Range