SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Fortis Group Advisors, LLC's Holding History (CIK: 0001815183)

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

Q4 2025
Shares 8,473 Value ($000) $253 Avg Close — Range —
Q1 2025
Shares 37,014 Value ($000) $1,035 Avg Close — Range —