SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

MBL Wealth, LLC's Holding History (CIK: 0001845785)

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

Q4 2025
Shares 8,912 Value ($000) $244 Avg Close — Range —
Q3 2025
Shares 8,880 Value ($000) $242 Avg Close — Range —
Q2 2025
Shares 10,380 Value ($000) $275 Avg Close — Range —
Q1 2025
Shares 10,851 Value ($000) $303 Avg Close — Range —
Q4 2024
Shares 11,051 Value ($000) $302 Avg Close — Range —
Q3 2024
Shares 4,101 Value ($000) $347 Avg Close — Range —
Q2 2024
Shares 4,488 Value ($000) $349 Avg Close — Range —
Q4 2022
Shares 2,830 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 5,030 Value ($000) $0 Avg Close — Range —
Q2 2022
Shares 5,830 Value ($000) $0 Avg Close — Range —
Q1 2022
Shares 7,080 Value ($000) $559 Avg Close — Range —
Q3 2021
Shares 11,350 Value ($000) $843 Avg Close — Range —
Q1 2021
Shares 19,630 Value ($000) $1,431 Avg Close — Range —
Q4 2020
Shares 16,064 Value ($000) $1,030 Avg Close — Range —