SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

Guardian Financial Partners, LLC's Holding History (CIK: 0001723514)

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

Q4 2025
Shares 300,440 Value ($000) $8,175 Avg Close — Range —
Q3 2025
Shares 293,902 Value ($000) $7,730 Avg Close — Range —
Q2 2025
Shares 291,211 Value ($000) $7,146 Avg Close — Range —
Q1 2025
Shares 260,082 Value ($000) $6,141 Avg Close — Range —
Q4 2024
Shares 236,756 Value ($000) $5,606 Avg Close — Range —
Q3 2024
Shares 69,437 Value ($000) $4,983 Avg Close — Range —
Q2 2024
Shares 65,084 Value ($000) $4,359 Avg Close — Range —
Q1 2024
Shares 61,918 Value ($000) $4,173 Avg Close — Range —
Q4 2023
Shares 56,309 Value ($000) $3,488 Avg Close — Range —
Q3 2023
Shares 46,396 Value ($000) $2,597 Avg Close — Range —
Q1 2023
Shares 42,077 Value ($000) $2,311 Avg Close — Range —
Q4 2022
Shares 42,172 Value ($000) $2,254 Avg Close — Range —
Q3 2022
Shares 41,033 Value ($000) $1,960 Avg Close — Range —
Q2 2022
Shares 36,556 Value ($000) $1,861 Avg Close — Range —
Q1 2022
Shares 35,248 Value ($000) $2,002 Avg Close — Range —
Q4 2021
Shares 33,552 Value ($000) $1,966 Avg Close — Range —