SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Legacy Financial Advisors, Inc.'s Holding History (CIK: 0001730810)

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

Q4 2025
Shares 14,686 Value ($000) $403 Avg Close — Range —
Q3 2025
Shares 14,154 Value ($000) $386 Avg Close — Range —
Q2 2025
Shares 14,269 Value ($000) $378 Avg Close — Range —
Q1 2025
Shares 14,336 Value ($000) $401 Avg Close — Range —
Q4 2024
Shares 15,258 Value ($000) $417 Avg Close — Range —
Q3 2024
Shares 5,086 Value ($000) $430 Avg Close — Range —
Q2 2024
Shares 5,086 Value ($000) $395 Avg Close — Range —
Q1 2024
Shares 5,412 Value ($000) $436 Avg Close — Range —
Q4 2023
Shares 5,566 Value ($000) $424 Avg Close — Range —
Q3 2023
Shares 8,435 Value ($000) $597 Avg Close — Range —
Q2 2023
Shares 13,351 Value ($000) $970 Avg Close — Range —
Q1 2023
Shares 17,120 Value ($000) $1,252 Avg Close — Range —
Q4 2022
Shares 17,007 Value ($000) $1,285 Avg Close — Range —
Q3 2022
Shares 30,439 Value ($000) $2,022 Avg Close — Range —
Q4 2018
Shares 157 Value ($000) $7 Avg Close — Range —
Q3 2018
Shares 157 Value ($000) $8 Avg Close — Range —
Q2 2018
Shares 157 Value ($000) $8 Avg Close — Range —
Q1 2018
Shares 157 Value ($000) $7 Avg Close — Range —
Q4 2017
Shares 157 Value ($000) $8 Avg Close — Range —