SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Paradigm Financial Partners, LLC's Holding History (CIK: 0001766564)

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

Q4 2025
Shares 8,981 Value ($000) $246 Avg Close — Range —
Q3 2025
Shares 8,949 Value ($000) $244 Avg Close — Range —
Q2 2025
Shares 35,093 Value ($000) $930 Avg Close — Range —
Q1 2025
Shares 38,149 Value ($000) $1,067 Avg Close — Range —
Q4 2024
Shares 76,250 Value ($000) $2,083 Avg Close — Range —
Q3 2024
Shares 80,362 Value ($000) $2,331 Avg Close — Range —
Q2 2024
Shares 48,849 Value ($000) $3,799 Avg Close — Range —
Q1 2024
Shares 45,137 Value ($000) $3,639 Avg Close — Range —
Q4 2023
Shares 45,012 Value ($000) $3,427 Avg Close — Range —
Q3 2023
Shares 39,689 Value ($000) $2,755 Avg Close — Range —
Q2 2023
Shares 32,521 Value ($000) $2,362 Avg Close — Range —
Q1 2023
Shares 21,087 Value ($000) $1,543 Avg Close — Range —
Q4 2022
Shares 18,071 Value ($000) $1,403 Avg Close — Range —
Q3 2022
Shares 17,323 Value ($000) $1,195 Avg Close — Range —
Q2 2022
Shares 16,072 Value ($000) $1,167 Avg Close — Range —
Q1 2022
Shares 48,230 Value ($000) $3,809 Avg Close — Range —
Q4 2021
Shares 44,665 Value ($000) $3,610 Avg Close — Range —
Q3 2021
Shares 45,226 Value ($000) $3,440 Avg Close — Range —
Q2 2021
Shares 42,114 Value ($000) $3,185 Avg Close — Range —
Q1 2021
Shares 34,447 Value ($000) $2,512 Avg Close — Range —
Q4 2020
Shares 27,405 Value ($000) $1,807 Avg Close — Range —
Q3 2020
Shares 29,966 Value ($000) $1,657 Avg Close — Range —
Q2 2020
Shares 21,279 Value ($000) $1,111 Avg Close — Range —
Q1 2020
Shares 29,123 Value ($000) $1,405 Avg Close — Range —
Q4 2019
Shares 4,685 Value ($000) $271 Avg Close — Range —