SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

Klingman & Associates, LLC's Holding History (CIK: 0001662449)

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

Q4 2025
Shares 7,999 Value ($000) $218 Avg Close — Range —
Q3 2025
Shares 7,999 Value ($000) $210 Avg Close — Range —