SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Golden State Wealth Management, LLC's Holding History (CIK: 0001776033)

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

Q4 2025
Shares 20,627 Value ($000) $566 Avg Close — Range —
Q3 2025
Shares 23,020 Value ($000) $628 Avg Close — Range —
Q2 2025
Shares 16,948 Value ($000) $449 Avg Close — Range —
Q1 2025
Shares 17,275 Value ($000) $483 Avg Close — Range —
Q4 2024
Shares 15,689 Value ($000) $429 Avg Close — Range —
Q1 2022
Shares 3,098 Value ($000) $244 Avg Close — Range —
Q4 2021
Shares 3,089 Value ($000) $250 Avg Close — Range —
Q2 2020
Shares 62,434 Value ($000) $3,231 Avg Close — Range —
Q1 2019
Shares 245 Value ($000) $13 Avg Close — Range —