SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Guardian Financial Partners, LLC's Holding History (CIK: 0001723514)

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

Q4 2025
Shares 283,878 Value ($000) $7,787 Avg Close Range
Q3 2025
Shares 301,971 Value ($000) $8,244 Avg Close Range
Q2 2025
Shares 284,751 Value ($000) $7,546 Avg Close Range
Q1 2025
Shares 269,941 Value ($000) $7,548 Avg Close Range
Q4 2024
Shares 251,850 Value ($000) $6,881 Avg Close Range
Q3 2024
Shares 78,111 Value ($000) $6,603 Avg Close Range
Q2 2024
Shares 73,271 Value ($000) $5,698 Avg Close Range
Q1 2024
Shares 69,022 Value ($000) $5,565 Avg Close Range
Q4 2023
Shares 55,793 Value ($000) $4,247 Avg Close Range
Q3 2023
Shares 49,647 Value ($000) $3,513 Avg Close Range
Q1 2023
Shares 26,804 Value ($000) $1,961 Avg Close Range
Q4 2022
Shares 12,906 Value ($000) $975 Avg Close Range