SCHWAB STRATEGIC TR

Ticker: FNDF CUSIP: 808524755 Class: FUNDAMENTAL INTL

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 60,151 Value ($000) $2,719 Avg Close — Range —
Q3 2025
Shares 50,466 Value ($000) $2,168 Avg Close — Range —
Q2 2025
Shares 36,929 Value ($000) $1,478 Avg Close — Range —
Q1 2025
Shares 9,378 Value ($000) $339 Avg Close — Range —
Q2 2024
Shares 747 Value ($000) $26 Avg Close — Range —