SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

FSM Wealth Advisors, LLC's Holding History (CIK: 0001942548)

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

Q4 2025
Shares 25,327 Value ($000) $695 Avg Close — Range —
Q3 2025
Shares 25,833 Value ($000) $705 Avg Close — Range —
Q2 2025
Shares 26,187 Value ($000) $709 Avg Close — Range —
Q1 2025
Shares 23,422 Value ($000) $655 Avg Close — Range —
Q4 2024
Shares 23,347 Value ($000) $650 Avg Close — Range —
Q3 2024
Shares 7,605 Value ($000) $643 Avg Close — Range —
Q2 2024
Shares 7,605 Value ($000) $591 Avg Close — Range —
Q1 2024
Shares 7,605 Value ($000) $613 Avg Close — Range —
Q4 2023
Shares 7,605 Value ($000) $579 Avg Close — Range —
Q3 2023
Shares 7,605 Value ($000) $538 Avg Close — Range —
Q2 2023
Shares 7,605 Value ($000) $557 Avg Close — Range —
Q1 2023
Shares 7,605 Value ($000) $556 Avg Close — Range —
Q4 2022
Shares 7,605 Value ($000) $574 Avg Close — Range —
Q3 2022
Shares 7,605 Value ($000) $505 Avg Close — Range —