SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Insight Wealth Strategies, LLC's Holding History (CIK: 0001749914)

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

Q3 2024
Shares 2,370 Value ($000) $200 Avg Close — Range —
Q1 2023
Shares 5,280 Value ($000) $386 Avg Close — Range —
Q4 2022
Shares 5,253 Value ($000) $397 Avg Close — Range —
Q3 2022
Shares 6,415 Value ($000) $460 Avg Close — Range —
Q2 2022
Shares 6,415 Value ($000) $460 Avg Close — Range —
Q1 2022
Shares 3,163 Value ($000) $249 Avg Close — Range —