SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

BlueStem Wealth Partners, LLC's Holding History (CIK: 0001977465)

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

Q4 2025
Shares 98,456 Value ($000) $2,701 Avg Close — Range —
Q3 2025
Shares 99,978 Value ($000) $2,729 Avg Close — Range —
Q2 2025
Shares 90,242 Value ($000) $2,391 Avg Close — Range —
Q1 2025
Shares 73,068 Value ($000) $2,043 Avg Close — Range —
Q4 2024
Shares 67,774 Value ($000) $1,852 Avg Close — Range —