SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

Prosperity Wealth Management, Inc.'s Holding History (CIK: 0001991463)

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

Q4 2025
Shares 113,931 Value ($000) $3,100 Avg Close — Range —
Q3 2025
Shares 80,638 Value ($000) $2,121 Avg Close — Range —
Q2 2025
Shares 50,504 Value ($000) $1,239 Avg Close — Range —
Q4 2024
Shares 12,519 Value ($000) $296 Avg Close — Range —
Q3 2024
Shares 5,583 Value ($000) $401 Avg Close — Range —
Q2 2023
Shares 6,200 Value ($000) $357 Avg Close — Range —
Q1 2023
Shares 15,357 Value ($000) $843 Avg Close — Range —
Q4 2022
Shares 29,487 Value ($000) $1,576 Avg Close — Range —