SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

Legacy Financial Strategies, LLC's Holding History (CIK: 0001723925)

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

Q4 2025
Shares 36,795 Value ($000) $1,001 Avg Close — Range —
Q3 2025
Shares 36,410 Value ($000) $958 Avg Close — Range —
Q2 2025
Shares 34,090 Value ($000) $837 Avg Close — Range —
Q1 2025
Shares 33,165 Value ($000) $783 Avg Close — Range —
Q4 2024
Shares 39,015 Value ($000) $921 Avg Close — Range —
Q3 2024
Shares 15,470 Value ($000) $1,110 Avg Close — Range —
Q2 2024
Shares 13,715 Value ($000) $921 Avg Close — Range —