SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

MILESTONE ASSET MANAGEMENT, LLC's Holding History (CIK: 0001964722)

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

Q3 2025
Shares 11,931 Value ($000) $326 Avg Close — Range —
Q2 2025
Shares 11,403 Value ($000) $302 Avg Close — Range —
Q1 2025
Shares 11,403 Value ($000) $319 Avg Close — Range —
Q4 2024
Shares 11,460 Value ($000) $313 Avg Close — Range —