SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Revolve Wealth Partners, LLC's Holding History (CIK: 0001808992)

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

Q4 2025
Shares 94,945 Value ($000) $2,604 Avg Close — Range —
Q3 2025
Shares 95,141 Value ($000) $2,597 Avg Close — Range —
Q2 2025
Shares 96,010 Value ($000) $2,544 Avg Close — Range —
Q1 2025
Shares 76,657 Value ($000) $2,143 Avg Close — Range —
Q4 2024
Shares 76,685 Value ($000) $2,095 Avg Close — Range —
Q3 2024
Shares 24,989 Value ($000) $2,112 Avg Close — Range —
Q2 2024
Shares 26,945 Value ($000) $2,095 Avg Close — Range —
Q1 2024
Shares 27,078 Value ($000) $2,183 Avg Close — Range —
Q4 2023
Shares 27,153 Value ($000) $2,067 Avg Close — Range —
Q3 2023
Shares 27,062 Value ($000) $1,915 Avg Close — Range —
Q2 2023
Shares 27,646 Value ($000) $2,008 Avg Close — Range —
Q1 2023
Shares 34,057 Value ($000) $2,492 Avg Close — Range —
Q4 2022
Shares 30,910 Value ($000) $2,335 Avg Close — Range —
Q3 2022
Shares 24,337 Value ($000) $1,617 Avg Close — Range —
Q2 2022
Shares 20,569 Value ($000) $1,473 Avg Close — Range —
Q1 2022
Shares 21,620 Value ($000) $1,706 Avg Close — Range —
Q4 2021
Shares 17,492 Value ($000) $1,414 Avg Close — Range —