SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Bernardo Wealth Planning LLC's Holding History (CIK: 0001765595)

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

Q4 2025
Shares 27,179 Value ($000) $746 Avg Close — Range —
Q3 2025
Shares 23,887 Value ($000) $652 Avg Close — Range —
Q2 2025
Shares 19,802 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 13,913 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 13,546 Value ($000) $366 Avg Close — Range —
Q3 2024
Shares 13,048 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 3,956 Value ($000) $308 Avg Close — Range —
Q1 2024
Shares 2,607 Value ($000) $210 Avg Close — Range —
Q4 2020
Shares 8,180 Value ($000) $524 Avg Close — Range —