SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Mount Yale Investment Advisors, LLC's Holding History (CIK: 0001744349)

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

Q4 2025
Shares 77,668 Value ($000) $2,130 Avg Close — Range —
Q3 2025
Shares 52,483 Value ($000) $1,433 Avg Close — Range —