SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

BlueStem Wealth Partners, LLC's Holding History (CIK: 0001977465)

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

Q4 2025
Shares 1,966,144 Value ($000) $53,499 Avg Close — Range —
Q3 2025
Shares 1,897,388 Value ($000) $49,901 Avg Close — Range —
Q2 2025
Shares 3,490,978 Value ($000) $85,669 Avg Close — Range —
Q1 2025
Shares 1,582,382 Value ($000) $37,360 Avg Close — Range —
Q4 2024
Shares 2,254,263 Value ($000) $53,381 Avg Close — Range —