SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Clientfirst Wealth Management, LLC's Holding History (CIK: 0001915494)

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

Q4 2025
Shares 8,700 Value ($000) $239 Avg Close — Range —
Q3 2025
Shares 8,700 Value ($000) $238 Avg Close — Range —
Q2 2025
Shares 8,700 Value ($000) $231 Avg Close — Range —
Q1 2025
Shares 8,700 Value ($000) $243 Avg Close — Range —
Q4 2024
Shares 8,700 Value ($000) $238 Avg Close — Range —
Q3 2023
Shares 2,900 Value ($000) $203 Avg Close — Range —
Q2 2023
Shares 2,900 Value ($000) $213 Avg Close — Range —
Q1 2023
Shares 2,900 Value ($000) $212 Avg Close — Range —
Q4 2022
Shares 4,150 Value ($000) $313 Avg Close — Range —
Q3 2022
Shares 4,550 Value ($000) $349 Avg Close — Range —
Q1 2022
Shares 2,700 Value ($000) $214 Avg Close — Range —
Q4 2021
Shares 2,700 Value ($000) $214 Avg Close — Range —