SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

Equity Wealth Partners, LLC's Holding History (CIK: 0002097037)

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

Q4 2025
Shares 401,478 Value ($000) $10,924 Avg Close — Range —
Q3 2025
Shares 186,953 Value ($000) $4,917 Avg Close — Range —