SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

IAM Advisory, LLC's Holding History (CIK: 0001825292)

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

Q2 2023
Shares 315,102 Value ($000) $22,883 Avg Close — Range —
Q1 2023
Shares 309,804 Value ($000) $22,665 Avg Close — Range —
Q4 2022
Shares 310,290 Value ($000) $23,439 Avg Close — Range —
Q3 2022
Shares 313,952 Value ($000) $20,856 Avg Close — Range —
Q2 2022
Shares 303,742 Value ($000) $21,757 Avg Close — Range —
Q1 2022
Shares 272,499 Value ($000) $21,497 Avg Close — Range —