SCHWAB STRATEGIC TR

Ticker: FNDF CUSIP: 808524755 Class: FUNDAMENTAL INTL

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q4 2025
Shares 63,117 Value ($000) $2,854 Avg Close — Range —
Q3 2025
Shares 68,859 Value ($000) $2,958 Avg Close — Range —
Q2 2025
Shares 29,956 Value ($000) $1,199 Avg Close — Range —
Q1 2025
Shares 13,253 Value ($000) $479 Avg Close — Range —