SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s Holding History (CIK: 0000894309)

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

Q4 2025
Shares 11,070 Value ($000) $304 Avg Close — Range —
Q3 2025
Shares 11,070 Value ($000) $302 Avg Close — Range —
Q2 2025
Shares 11,070 Value ($000) $293 Avg Close — Range —
Q1 2025
Shares 11,070 Value ($000) $310 Avg Close — Range —
Q4 2024
Shares 9,450 Value ($000) $258 Avg Close — Range —
Q3 2024
Shares 3,335 Value ($000) $282 Avg Close — Range —
Q2 2024
Shares 3,335 Value ($000) $259 Avg Close — Range —
Q1 2024
Shares 3,335 Value ($000) $269 Avg Close — Range —
Q4 2023
Shares 3,295 Value ($000) $251 Avg Close — Range —
Q3 2023
Shares 3,295 Value ($000) $233 Avg Close — Range —
Q2 2023
Shares 3,290 Value ($000) $239 Avg Close — Range —
Q4 2022
Shares 3,770 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 3,920 Value ($000) $260 Avg Close — Range —
Q2 2022
Shares 3,920 Value ($000) $281 Avg Close — Range —
Q1 2022
Shares 3,920 Value ($000) $309 Avg Close — Range —
Q4 2021
Shares 3,445 Value ($000) $278 Avg Close — Range —
Q3 2021
Shares 3,385 Value ($000) $251 Avg Close — Range —
Q2 2021
Shares 4,171 Value ($000) $315 Avg Close — Range —
Q1 2021
Shares 2,770 Value ($000) $202 Avg Close — Range —