SCHWAB STRATEGIC TR

Ticker: FNDA CUSIP: 808524763 Class: ETF

Westmount Partners, LLC's Holding History (CIK: 0002051491)

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

Q4 2025
Shares 40,438 Value ($000) $1,274 Avg Close — Range —
Q3 2025
Shares 40,579 Value ($000) $1,269 Avg Close — Range —
Q2 2025
Shares 40,579 Value ($000) $1,163 Avg Close — Range —
Q1 2025
Shares 40,579 Value ($000) $1,111 Avg Close — Range —