SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Lodestone Wealth Management LLC's Holding History (CIK: 0001950158)

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

Q4 2025
Shares 11,391 Value ($000) $312 Avg Close — Range —
Q3 2025
Shares 11,202 Value ($000) $306 Avg Close — Range —
Q2 2025
Shares 11,018 Value ($000) $292 Avg Close — Range —
Q1 2025
Shares 9,354 Value ($000) $262 Avg Close — Range —
Q4 2024
Shares 7,935 Value ($000) $217 Avg Close — Range —
Q3 2024
Shares 2,660 Value ($000) $225 Avg Close — Range —
Q2 2024
Shares 3,445 Value ($000) $268 Avg Close — Range —
Q1 2024
Shares 5,377 Value ($000) $434 Avg Close — Range —
Q4 2023
Shares 5,236 Value ($000) $399 Avg Close — Range —
Q3 2023
Shares 5,866 Value ($000) $415 Avg Close — Range —
Q2 2023
Shares 5,814 Value ($000) $422 Avg Close — Range —
Q1 2023
Shares 5,766 Value ($000) $422 Avg Close — Range —
Q4 2022
Shares 3,943 Value ($000) $298 Avg Close — Range —