SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

Fingerlakes Wealth Management, Inc.'s Holding History (CIK: 0001910248)

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

Q4 2025
Shares 13,142 Value ($000) $358 Avg Close — Range —
Q3 2025
Shares 9,040 Value ($000) $238 Avg Close — Range —