SCHWAB STRATEGIC TR

Ticker: FNDA CUSIP: 808524763 Class: ETF

Brio Consultants, LLC's Holding History (CIK: 0001747799)

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

Q4 2025
Shares 29,721 Value ($000) $937 Avg Close — Range —
Q3 2025
Shares 30,045 Value ($000) $936 Avg Close — Range —
Q2 2025
Shares 40,060 Value ($000) $1,148 Avg Close — Range —