SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

National Wealth Management Group, LLC's Holding History (CIK: 0001977723)

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

Q3 2025
Shares 17,694 Value ($000) $483 Avg Close — Range —
Q2 2025
Shares 14,457 Value ($000) $383 Avg Close — Range —
Q1 2025
Shares 14,973 Value ($000) $419 Avg Close — Range —
Q4 2024
Shares 11,524 Value ($000) $315 Avg Close — Range —
Q3 2024
Shares 3,903 Value ($000) $330 Avg Close — Range —
Q2 2024
Shares 3,752 Value ($000) $292 Avg Close — Range —
Q1 2024
Shares 3,610 Value ($000) $291 Avg Close — Range —
Q4 2023
Shares 3,409 Value ($000) $260 Avg Close — Range —
Q3 2023
Shares 3,860 Value ($000) $273 Avg Close — Range —
Q2 2023
Shares 3,728 Value ($000) $277 Avg Close — Range —
Q2 2022
Shares 4,025 Value ($000) $288 Avg Close — Range —
Q4 2021
Shares 2,551 Value ($000) $206 Avg Close — Range —