SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Elevation Capital Advisory, LLC's Holding History (CIK: 0001871112)

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

Q4 2025
Shares 49,833 Value ($000) $1,367 Avg Close — Range —
Q3 2025
Shares 53,313 Value ($000) $1,455 Avg Close — Range —
Q2 2025
Shares 51,639 Value ($000) $1,368 Avg Close — Range —
Q1 2025
Shares 50,450 Value ($000) $1,411 Avg Close — Range —
Q4 2024
Shares 46,883 Value ($000) $1,281 Avg Close — Range —
Q3 2024
Shares 14,564 Value ($000) $1,231 Avg Close — Range —