SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Leeward Financial Partners, LLC's Holding History (CIK: 0001735201)

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

Q4 2025
Shares 10,741 Value ($000) $295 Avg Close Range
Q3 2025
Shares 11,650 Value ($000) $318 Avg Close Range
Q2 2025
Shares 11,650 Value ($000) $309 Avg Close Range