SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Carmel Capital Partners, LLC's Holding History (CIK: 0001900481)

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

Q4 2025
Shares 25,877 Value ($000) $710 Avg Close — Range —
Q3 2025
Shares 12,877 Value ($000) $352 Avg Close — Range —
Q3 2023
Shares 550 Value ($000) $39 Avg Close — Range —