SCHWAB STRATEGIC TR

Ticker: FNDF CUSIP: 808524755 Class: FUNDAMENTAL INTL

Wingate Wealth Advisors, Inc.'s Holding History (CIK: 0002041800)

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

Q4 2025
Shares 109,272 Value ($000) $4,940 Avg Close — Range —
Q3 2025
Shares 103,685 Value ($000) $4,454 Avg Close — Range —
Q2 2025
Shares 99,402 Value ($000) $3,978 Avg Close — Range —
Q1 2025
Shares 90,674 Value ($000) $3,277 Avg Close — Range —
Q4 2024
Shares 78,428 Value ($000) $2,605 Avg Close — Range —