SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

West Financial Advisors, LLC's Holding History (CIK: 0001843684)

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

Q4 2025
Shares 5,651 Value ($000) $155 Avg Close — Range —
Q3 2025
Shares 5,651 Value ($000) $154 Avg Close — Range —
Q2 2025
Shares 5,651 Value ($000) $150 Avg Close — Range —
Q1 2025
Shares 6,644 Value ($000) $186 Avg Close — Range —
Q4 2024
Shares 6,644 Value ($000) $182 Avg Close — Range —
Q3 2024
Shares 3,353 Value ($000) $283 Avg Close — Range —
Q2 2024
Shares 3,353 Value ($000) $261 Avg Close — Range —
Q1 2024
Shares 3,322 Value ($000) $268 Avg Close — Range —
Q4 2023
Shares 3,322 Value ($000) $253 Avg Close — Range —
Q3 2023
Shares 4,762 Value ($000) $337 Avg Close — Range —
Q2 2023
Shares 4,762 Value ($000) $346 Avg Close — Range —
Q1 2023
Shares 4,762 Value ($000) $348 Avg Close — Range —
Q4 2022
Shares 4,072 Value ($000) $308 Avg Close — Range —
Q3 2022
Shares 4,655 Value ($000) $309 Avg Close — Range —
Q2 2022
Shares 4,790 Value ($000) $343 Avg Close — Range —
Q1 2022
Shares 4,837 Value ($000) $382 Avg Close — Range —
Q4 2021
Shares 4,837 Value ($000) $391 Avg Close — Range —
Q3 2021
Shares 4,849 Value ($000) $360 Avg Close — Range —
Q2 2021
Shares 4,857 Value ($000) $367 Avg Close — Range —
Q1 2021
Shares 4,857 Value ($000) $354 Avg Close — Range —
Q4 2020
Shares 5,349 Value ($000) $343 Avg Close — Range —