SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

Wingate Wealth Advisors, Inc.'s Holding History (CIK: 0002041800)

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

Q4 2025
Shares 245,329 Value ($000) $6,675 Avg Close — Range —
Q3 2025
Shares 240,448 Value ($000) $6,324 Avg Close — Range —
Q2 2025
Shares 209,862 Value ($000) $5,150 Avg Close — Range —
Q1 2025
Shares 132,432 Value ($000) $3,127 Avg Close — Range —
Q4 2024
Shares 110,943 Value ($000) $2,627 Avg Close — Range —