SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Prosperity Wealth Management, Inc.'s Holding History (CIK: 0001991463)

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

Q4 2025
Shares 16,003 Value ($000) $439 Avg Close — Range —
Q3 2025
Shares 14,556 Value ($000) $397 Avg Close — Range —
Q2 2025
Shares 14,206 Value ($000) $376 Avg Close — Range —
Q1 2025
Shares 12,151 Value ($000) $340 Avg Close — Range —
Q4 2024
Shares 22,199 Value ($000) $606 Avg Close — Range —
Q3 2024
Shares 6,587 Value ($000) $557 Avg Close — Range —
Q2 2024
Shares 6,484 Value ($000) $504 Avg Close — Range —
Q1 2024
Shares 6,165 Value ($000) $497 Avg Close — Range —
Q4 2023
Shares 6,069 Value ($000) $462 Avg Close — Range —
Q3 2023
Shares 4,842 Value ($000) $343 Avg Close — Range —
Q2 2023
Shares 13,921 Value ($000) $1,011 Avg Close — Range —
Q1 2023
Shares 13,412 Value ($000) $981 Avg Close — Range —
Q4 2022
Shares 8,354 Value ($000) $631 Avg Close — Range —