SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Paradigm, Strategies in Wealth Management, LLC's Holding History (CIK: 0001859579)

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

Q4 2025
Shares 685,166 Value ($000) $18,794 Avg Close — Range —
Q3 2025
Shares 711,786 Value ($000) $19,432 Avg Close — Range —
Q2 2025
Shares 723,733 Value ($000) $19,179 Avg Close — Range —
Q1 2025
Shares 702,288 Value ($000) $19,636 Avg Close — Range —
Q4 2024
Shares 703,581 Value ($000) $19,222 Avg Close — Range —
Q3 2024
Shares 244,220 Value ($000) $20,644 Avg Close — Range —
Q2 2024
Shares 242,747 Value ($000) $18,876 Avg Close — Range —
Q1 2024
Shares 227,538 Value ($000) $18,346 Avg Close — Range —
Q4 2023
Shares 224,482 Value ($000) $17,090 Avg Close — Range —
Q3 2023
Shares 222,355 Value ($000) $15,734 Avg Close — Range —
Q2 2023
Shares 214,209 Value ($000) $15,556 Avg Close — Range —
Q1 2023
Shares 181,245 Value ($000) $13,260 Avg Close — Range —
Q4 2022
Shares 173,140 Value ($000) $13,079 Avg Close — Range —
Q3 2022
Shares 147,962 Value ($000) $9,829 Avg Close — Range —
Q2 2022
Shares 137,267 Value ($000) $9,832 Avg Close — Range —
Q1 2022
Shares 129,323 Value ($000) $10,202 Avg Close — Range —
Q4 2021
Shares 129,096 Value ($000) $10,435 Avg Close — Range —
Q3 2021
Shares 127,532 Value ($000) $9,468 Avg Close — Range —
Q2 2021
Shares 125,832 Value ($000) $9,515 Avg Close — Range —
Q1 2021
Shares 126,803 Value ($000) $9,247 Avg Close — Range —