SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Tiller Private Wealth, Inc.'s Holding History (CIK: 0001663649)

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

Q4 2025
Shares 12,220 Value ($000) $335 Avg Close — Range —
Q3 2025
Shares 22,215 Value ($000) $606 Avg Close — Range —
Q2 2025
Shares 22,619 Value ($000) $600 Avg Close — Range —
Q1 2025
Shares 27,149 Value ($000) $759 Avg Close — Range —
Q4 2024
Shares 19,995 Value ($000) $546 Avg Close — Range —
Q3 2024
Shares 6,841 Value ($000) $578 Avg Close — Range —
Q2 2024
Shares 6,841 Value ($000) $532 Avg Close — Range —
Q1 2024
Shares 6,171 Value ($000) $498 Avg Close — Range —
Q4 2023
Shares 6,271 Value ($000) $477 Avg Close — Range —