SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Johnson & White Wealth Management, LLC's Holding History (CIK: 0001954136)

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

Q4 2025
Shares 314,558 Value ($000) $8,628 Avg Close — Range —
Q3 2025
Shares 308,820 Value ($000) $8,431 Avg Close — Range —
Q2 2025
Shares 292,611 Value ($000) $8 Avg Close — Range —
Q1 2025
Shares 276,378 Value ($000) $8 Avg Close — Range —
Q4 2024
Shares 256,072 Value ($000) $7 Avg Close — Range —
Q1 2024
Shares 74,235 Value ($000) $6 Avg Close — Range —
Q4 2023
Shares 69,516 Value ($000) $5 Avg Close — Range —
Q3 2023
Shares 81,858 Value ($000) $6 Avg Close — Range —
Q1 2023
Shares 82,857 Value ($000) $6 Avg Close — Range —
Q4 2022
Shares 38,049 Value ($000) $2 Avg Close — Range —
Q3 2022
Shares 73,892 Value ($000) $4,909 Avg Close — Range —