SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Legacy Financial Group LLC's Holding History (CIK: 0001834011)

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

Q4 2025
Shares 8,808 Value ($000) $273 Avg Close — Range —
Q3 2025
Shares 8,808 Value ($000) $240 Avg Close — Range —
Q2 2025
Shares 8,808 Value ($000) $233 Avg Close — Range —
Q1 2025
Shares 8,808 Value ($000) $246 Avg Close — Range —
Q4 2024
Shares 8,808 Value ($000) $240,635 Avg Close — Range —
Q2 2024
Shares 2,936 Value ($000) $228 Avg Close — Range —
Q1 2024
Shares 2,936 Value ($000) $237 Avg Close — Range —
Q3 2023
Shares 1,854 Value ($000) $131,189 Avg Close — Range —