SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

RETIREMENT FINANCIAL SOLUTIONS, LLC's Holding History (CIK: 0001962532)

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

Q4 2025
Shares 487,419 Value ($000) $13,370 Avg Close — Range —
Q3 2025
Shares 316,781 Value ($000) $8,648 Avg Close — Range —