SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

SAGESPRING WEALTH PARTNERS, LLC's Holding History (CIK: 0002056425)

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

Q4 2025
Shares 11,041 Value ($000) $300 Avg Close — Range —
Q3 2025
Shares 10,992 Value ($000) $289 Avg Close — Range —
Q2 2025
Shares 12,063 Value ($000) $296 Avg Close — Range —
Q1 2025
Shares 13,668 Value ($000) $323 Avg Close — Range —
Q4 2024
Shares 16,237 Value ($000) $384 Avg Close — Range —