SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Financial Guidance Group, Inc.'s Holding History (CIK: 0001929349)

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

Q4 2025
Shares 522,436 Value ($000) $14,330 Avg Close — Range —
Q3 2025
Shares 513,522 Value ($000) $14,019 Avg Close — Range —
Q2 2025
Shares 531,741 Value ($000) $14,091 Avg Close — Range —
Q1 2025
Shares 558,352 Value ($000) $15,612 Avg Close — Range —
Q4 2024
Shares 562,151 Value ($000) $15,358 Avg Close — Range —
Q3 2024
Shares 200,284 Value ($000) $16,930 Avg Close — Range —
Q2 2024
Shares 217,471 Value ($000) $16,911 Avg Close — Range —
Q1 2024
Shares 236,825 Value ($000) $19,095 Avg Close — Range —
Q4 2023
Shares 234,460 Value ($000) $17,849 Avg Close — Range —
Q3 2023
Shares 242,476 Value ($000) $17,158 Avg Close — Range —
Q2 2023
Shares 247,954 Value ($000) $18,006 Avg Close — Range —
Q1 2023
Shares 249,093 Value ($000) $18,224 Avg Close — Range —
Q4 2022
Shares 240,780 Value ($000) $18,189 Avg Close — Range —
Q3 2022
Shares 240,294 Value ($000) $15,963 Avg Close — Range —
Q2 2022
Shares 221,556 Value ($000) $15,870 Avg Close — Range —
Q1 2022
Shares 203,933 Value ($000) $16,088 Avg Close — Range —