SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Buck Wealth Strategies, LLC's Holding History (CIK: 0001973259)

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

Q4 2025
Shares 12,056 Value ($000) $331 Avg Close Range
Q3 2025
Shares 12,716 Value ($000) $347 Avg Close Range
Q2 2025
Shares 12,970 Value ($000) $344 Avg Close Range
Q1 2025
Shares 9,405 Value ($000) $263 Avg Close Range