SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Benchmark Financial Wealth Advisors, LLC's Holding History (CIK: 0001757706)

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

Q4 2025
Shares 269,617 Value ($000) $7,396 Avg Close — Range —
Q3 2025
Shares 276,192 Value ($000) $7,540 Avg Close — Range —
Q2 2025
Shares 259,351 Value ($000) $6,873 Avg Close — Range —
Q1 2025
Shares 271,598 Value ($000) $7,594 Avg Close — Range —
Q4 2024
Shares 321,972 Value ($000) $8,796 Avg Close — Range —
Q3 2024
Shares 101,324 Value ($000) $8,565 Avg Close — Range —
Q2 2024
Shares 94,938 Value ($000) $7,382 Avg Close — Range —
Q1 2024
Shares 79,482 Value ($000) $6,409 Avg Close — Range —
Q4 2023
Shares 61,695 Value ($000) $4,697 Avg Close — Range —