SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

Wealth Advisory Team LLC's Holding History (CIK: 0002039196)

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

Q4 2025
Shares 27,466 Value ($000) $747 Avg Close — Range —
Q2 2025
Shares 28,219 Value ($000) $692 Avg Close — Range —