SCHWAB STRATEGIC TR

Ticker: FNDA CUSIP: 808524763 Class: ETF

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

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

Q4 2025
Shares 19,866 Value ($000) $626 Avg Close — Range —
Q3 2025
Shares 19,838 Value ($000) $618 Avg Close — Range —
Q2 2025
Shares 13,824 Value ($000) $396 Avg Close — Range —
Q4 2024
Shares 1,828 Value ($000) $54 Avg Close — Range —