SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

My Personal CFO, LLC's Holding History (CIK: 0001916366)

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

Q4 2025
Shares 60,581 Value ($000) $1,662 Avg Close — Range —
Q2 2025
Shares 60,158 Value ($000) $1,594 Avg Close — Range —
Q1 2025
Shares 46,557 Value ($000) $1,302 Avg Close — Range —
Q4 2024
Shares 42,891 Value ($000) $1,172 Avg Close — Range —
Q3 2024
Shares 9,316 Value ($000) $788 Avg Close — Range —
Q2 2024
Shares 9,209 Value ($000) $716 Avg Close — Range —
Q1 2024
Shares 9,194 Value ($000) $741 Avg Close — Range —
Q4 2023
Shares 8,979 Value ($000) $684 Avg Close — Range —
Q4 2022
Shares 2,618 Value ($000) $198 Avg Close — Range —
Q1 2022
Shares 2,618 Value ($000) $207 Avg Close — Range —
Q4 2021
Shares 2,618 Value ($000) $212 Avg Close — Range —