SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Second Half Financial Partners, LLC's Holding History (CIK: 0001946654)

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

Q4 2025
Shares 81,107 Value ($000) $2,225 Avg Close — Range —
Q3 2025
Shares 81,271 Value ($000) $2,219 Avg Close — Range —
Q2 2025
Shares 79,350 Value ($000) $2,103 Avg Close — Range —
Q1 2025
Shares 228,464 Value ($000) $6,388 Avg Close — Range —
Q4 2024
Shares 266,676 Value ($000) $7,286 Avg Close — Range —
Q3 2024
Shares 104,563 Value ($000) $8,839 Avg Close — Range —
Q1 2024
Shares 166,999 Value ($000) $13,465 Avg Close — Range —
Q4 2023
Shares 163,543 Value ($000) $12,451 Avg Close — Range —
Q3 2023
Shares 103,390 Value ($000) $7,316 Avg Close — Range —
Q2 2023
Shares 37,191 Value ($000) $2,701 Avg Close — Range —
Q1 2023
Shares 29,847 Value ($000) $2,184 Avg Close — Range —
Q4 2022
Shares 29,943 Value ($000) $2,309 Avg Close — Range —
Q3 2022
Shares 28,890 Value ($000) $1,919 Avg Close — Range —
Q2 2022
Shares 29,428 Value ($000) $2,146 Avg Close — Range —
Q1 2022
Shares 29,428 Value ($000) $2,146 Avg Close — Range —