SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

Gladstone Institutional Advisory LLC's Holding History (CIK: 0001766530)

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

Q4 2025
Shares 8,191 Value ($000) $223 Avg Close — Range —
Q3 2025
Shares 9,188 Value ($000) $242 Avg Close — Range —