SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

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

Q4 2025
Shares 33,108 Value ($000) $908 Avg Close — Range —
Q3 2025
Shares 33,092 Value ($000) $903 Avg Close — Range —
Q2 2025
Shares 33,580 Value ($000) $890 Avg Close — Range —
Q1 2025
Shares 33,829 Value ($000) $946 Avg Close — Range —
Q4 2024
Shares 33,986 Value ($000) $928 Avg Close — Range —
Q3 2024
Shares 11,732 Value ($000) $992 Avg Close — Range —
Q2 2024
Shares 12,680 Value ($000) $986 Avg Close — Range —
Q1 2024
Shares 12,816 Value ($000) $1,033 Avg Close — Range —
Q4 2023
Shares 13,091 Value ($000) $997 Avg Close — Range —
Q3 2023
Shares 13,124 Value ($000) $929 Avg Close — Range —
Q2 2023
Shares 13,288 Value ($000) $965 Avg Close — Range —
Q1 2023
Shares 13,394 Value ($000) $980 Avg Close — Range —
Q4 2022
Shares 13,640 Value ($000) $1,030 Avg Close — Range —