SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Milestones Private Investment Advisors LLC's Holding History (CIK: 0001726041)

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

Q4 2025
Shares 102,615 Value ($000) $2,815 Avg Close — Range —
Q3 2025
Shares 132,586 Value ($000) $3,620 Avg Close — Range —
Q2 2025
Shares 131,269 Value ($000) $3,479 Avg Close — Range —