SCHWAB STRATEGIC TR

Ticker: FNDA CUSIP: 808524763 Class: ETF

GoalVest Advisory LLC's Holding History (CIK: 0001839307)

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

Q1 2025
Shares 1,353 Value ($000) $37 Avg Close — Range —
Q4 2024
Shares 1,688 Value ($000) $50 Avg Close — Range —
Q3 2024
Shares 865 Value ($000) $52 Avg Close — Range —
Q2 2024
Shares 865 Value ($000) $48 Avg Close — Range —
Q1 2024
Shares 962 Value ($000) $55 Avg Close — Range —
Q4 2023
Shares 962 Value ($000) $53 Avg Close — Range —