SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

Westmount Partners, LLC's Holding History (CIK: 0002051491)

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

Q4 2025
Shares 79,721 Value ($000) $2,169 Avg Close — Range —
Q3 2025
Shares 79,827 Value ($000) $2,109 Avg Close — Range —
Q2 2025
Shares 79,827 Value ($000) $1,959 Avg Close — Range —
Q1 2025
Shares 79,827 Value ($000) $1,885 Avg Close — Range —