SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Legacy Capital Wealth Partners, LLC's Holding History (CIK: 0001766228)

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

Q4 2025
Shares 43,738 Value ($000) $1,198 Avg Close — Range —
Q3 2025
Shares 52,725 Value ($000) $1,438 Avg Close — Range —
Q2 2025
Shares 48,224 Value ($000) $1,278 Avg Close — Range —