SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Keystone Wealth Services, LLC's Holding History (CIK: 0001866189)

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

Q4 2025
Shares 20,528 Value ($000) $563 Avg Close — Range —
Q3 2025
Shares 17,714 Value ($000) $484 Avg Close — Range —
Q2 2025
Shares 18,158 Value ($000) $481 Avg Close — Range —
Q1 2025
Shares 14,853 Value ($000) $415 Avg Close — Range —
Q4 2024
Shares 14,720 Value ($000) $402 Avg Close — Range —
Q3 2024
Shares 4,481 Value ($000) $379 Avg Close — Range —
Q2 2024
Shares 4,004 Value ($000) $311 Avg Close — Range —
Q4 2022
Shares 2,749 Value ($000) $208 Avg Close — Range —
Q1 2022
Shares 2,612 Value ($000) $206 Avg Close — Range —