SCHWAB STRATEGIC TR

Ticker: FNDF CUSIP: 808524755 Class: FUNDAMENTAL INTL

Avantra Family Wealth, Inc.'s Holding History (CIK: 0001774744)

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

Q4 2025
Shares 9,764 Value ($000) $441 Avg Close — Range —
Q3 2025
Shares 9,082 Value ($000) $390 Avg Close — Range —
Q2 2025
Shares 6,496 Value ($000) $260 Avg Close — Range —