SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Founders Financial Alliance, LLC's Holding History (CIK: 0001832190)

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

Q4 2025
Shares 65,743 Value ($000) $1,803 Avg Close — Range —
Q3 2025
Shares 66,063 Value ($000) $1,804 Avg Close — Range —
Q2 2025
Shares 66,987 Value ($000) $1,775 Avg Close — Range —
Q1 2025
Shares 46,650 Value ($000) $1,304 Avg Close — Range —
Q4 2024
Shares 44,978 Value ($000) $1,229 Avg Close — Range —
Q3 2024
Shares 15,375 Value ($000) $1,300 Avg Close — Range —
Q2 2024
Shares 15,325 Value ($000) $1,192 Avg Close — Range —
Q1 2024
Shares 6,965 Value ($000) $562 Avg Close — Range —
Q4 2023
Shares 6,945 Value ($000) $529 Avg Close — Range —
Q3 2023
Shares 8,041 Value ($000) $569 Avg Close — Range —
Q2 2023
Shares 8,543 Value ($000) $620 Avg Close — Range —
Q1 2023
Shares 8,519 Value ($000) $626 Avg Close — Range —
Q4 2022
Shares 4,761 Value ($000) $360 Avg Close — Range —
Q3 2022
Shares 4,737 Value ($000) $315 Avg Close — Range —
Q2 2022
Shares 5,419 Value ($000) $388 Avg Close — Range —
Q1 2022
Shares 4,689 Value ($000) $370 Avg Close — Range —
Q4 2021
Shares 4,579 Value ($000) $370 Avg Close — Range —
Q3 2021
Shares 3,546 Value ($000) $263 Avg Close — Range —
Q2 2021
Shares 2,780 Value ($000) $211 Avg Close — Range —
Q1 2021
Shares 2,771 Value ($000) $211 Avg Close — Range —