SCHWAB STRATEGIC TR

Ticker: FNDA CUSIP: 808524763 Class: ETF

Golden State Wealth Management, LLC's Holding History (CIK: 0001776033)

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

Q4 2025
Shares 48 Value ($000) $2 Avg Close — Range —
Q3 2025
Shares 48 Value ($000) $1 Avg Close — Range —
Q2 2025
Shares 48 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 48 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 510 Value ($000) $15 Avg Close — Range —
Q4 2019
Shares 23,657 Value ($000) $952 Avg Close — Range —
Q3 2019
Shares 12 Value ($000) $0 Avg Close — Range —
Q1 2019
Shares 213 Value ($000) $8 Avg Close — Range —