SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Evergreen Wealth Management, LLC's Holding History (CIK: 0001965292)

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

Q4 2025
Shares 46,221 Value ($000) $1,268 Avg Close — Range —
Q3 2025
Shares 45,011 Value ($000) $1,229 Avg Close — Range —
Q2 2025
Shares 47,111 Value ($000) $1,248 Avg Close — Range —
Q1 2025
Shares 47,223 Value ($000) $1,320 Avg Close — Range —
Q4 2024
Shares 47,866 Value ($000) $1,308 Avg Close — Range —
Q3 2024
Shares 17,056 Value ($000) $1,442 Avg Close — Range —
Q2 2024
Shares 17,965 Value ($000) $1,397 Avg Close — Range —
Q1 2024
Shares 17,965 Value ($000) $1,449 Avg Close — Range —
Q4 2023
Shares 17,965 Value ($000) $1,368 Avg Close — Range —
Q3 2023
Shares 18,310 Value ($000) $1,296 Avg Close — Range —
Q2 2023
Shares 79,707 Value ($000) $5,788 Avg Close — Range —
Q1 2023
Shares 71,418 Value ($000) $5,225 Avg Close — Range —
Q4 2022
Shares 73,315 Value ($000) $5,455 Avg Close — Range —