SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Evergreen Advisors, LLC's Holding History (CIK: 0001762294)

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

Q4 2025
Shares 1,517,678 Value ($000) $41,630 Avg Close — Range —
Q2 2025
Shares 1,444,389 Value ($000) $38,276 Avg Close — Range —
Q1 2025
Shares 1,440,267 Value ($000) $40,270 Avg Close — Range —
Q4 2024
Shares 1,445,156 Value ($000) $39,482 Avg Close — Range —
Q3 2024
Shares 463,099 Value ($000) $39,146 Avg Close — Range —
Q2 2024
Shares 445,174 Value ($000) $34,617 Avg Close — Range —
Q1 2024
Shares 429,265 Value ($000) $34,612 Avg Close — Range —
Q4 2023
Shares 421,435 Value ($000) $32,084 Avg Close — Range —
Q3 2023
Shares 415,148 Value ($000) $29,376 Avg Close — Range —
Q2 2023
Shares 411,182 Value ($000) $29,860 Avg Close — Range —
Q1 2023
Shares 396,730 Value ($000) $29,025 Avg Close — Range —
Q4 2022
Shares 381,823 Value ($000) $28,843 Avg Close — Range —