SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Synergy Financial Group, LTD's Holding History (CIK: 0001905669)

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

Q4 2025
Shares 7,604 Value ($000) $209 Avg Close — Range —
Q3 2025
Shares 7,633 Value ($000) $208 Avg Close — Range —
Q2 2025
Shares 7,633 Value ($000) $202 Avg Close — Range —
Q1 2025
Shares 7,633 Value ($000) $213 Avg Close — Range —
Q4 2024
Shares 7,633 Value ($000) $209 Avg Close — Range —
Q3 2024
Shares 2,635 Value ($000) $223 Avg Close — Range —
Q2 2024
Shares 2,660 Value ($000) $207 Avg Close — Range —
Q1 2024
Shares 2,698 Value ($000) $218 Avg Close — Range —
Q4 2023
Shares 2,922 Value ($000) $222 Avg Close — Range —
Q3 2023
Shares 2,928 Value ($000) $207 Avg Close — Range —
Q2 2022
Shares 2,807 Value ($000) $201 Avg Close — Range —
Q1 2022
Shares 2,807 Value ($000) $221 Avg Close — Range —
Q4 2021
Shares 2,859 Value ($000) $231 Avg Close — Range —