SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Clifford Group, LLC's Holding History (CIK: 0001965522)

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

Q4 2025
Shares 8,838 Value ($000) $242 Avg Close — Range —
Q3 2025
Shares 9,997 Value ($000) $273 Avg Close — Range —
Q2 2025
Shares 8,858 Value ($000) $235 Avg Close — Range —
Q1 2025
Shares 7,358 Value ($000) $206 Avg Close — Range —
Q4 2024
Shares 757,198 Value ($000) $20,687 Avg Close — Range —
Q3 2024
Shares 241,721 Value ($000) $20,433 Avg Close — Range —
Q2 2024
Shares 242,540 Value ($000) $18,860 Avg Close — Range —
Q1 2024
Shares 253,997 Value ($000) $20,480 Avg Close — Range —
Q4 2023
Shares 246,826 Value ($000) $18,791 Avg Close — Range —
Q3 2023
Shares 229,982 Value ($000) $16,274 Avg Close — Range —
Q2 2023
Shares 215,244 Value ($000) $15,631 Avg Close — Range —
Q1 2023
Shares 201,543 Value ($000) $14,745 Avg Close — Range —
Q4 2022
Shares 44,498 Value ($000) $3,361 Avg Close — Range —