SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Prosperity Consulting Group, LLC's Holding History (CIK: 0001910398)

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

Q4 2025
Shares 710,873 Value ($000) $19,499 Avg Close — Range —
Q3 2025
Shares 825,621 Value ($000) $22,539 Avg Close — Range —
Q2 2025
Shares 1,173,654 Value ($000) $31,102 Avg Close — Range —
Q1 2025
Shares 1,187,512 Value ($000) $33,203 Avg Close — Range —
Q4 2024
Shares 1,080,263 Value ($000) $29,513 Avg Close — Range —
Q3 2024
Shares 343,683 Value ($000) $29,052 Avg Close — Range —
Q2 2024
Shares 196,775 Value ($000) $15,301 Avg Close — Range —
Q1 2024
Shares 203,268 Value ($000) $16,389 Avg Close — Range —
Q4 2023
Shares 88,267 Value ($000) $6,720 Avg Close — Range —
Q3 2023
Shares 49,490 Value ($000) $3,502 Avg Close — Range —
Q2 2023
Shares 49,415 Value ($000) $3,588 Avg Close — Range —
Q1 2023
Shares 49,141 Value ($000) $3,595 Avg Close — Range —
Q4 2022
Shares 42,986 Value ($000) $3,247 Avg Close — Range —
Q3 2022
Shares 33,510 Value ($000) $2,226 Avg Close — Range —
Q2 2022
Shares 28,113 Value ($000) $2,014 Avg Close — Range —
Q1 2022
Shares 18,980 Value ($000) $1,497 Avg Close — Range —
Q4 2021
Shares 17,435 Value ($000) $1,390 Avg Close — Range —