SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

IAMS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001998182)

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

Q4 2025
Shares 19,886 Value ($000) $546 Avg Close — Range —
Q3 2025
Shares 19,554 Value ($000) $534 Avg Close — Range —
Q1 2025
Shares 15,351 Value ($000) $429 Avg Close — Range —
Q4 2024
Shares 31,790 Value ($000) $869 Avg Close — Range —
Q3 2024
Shares 6,101 Value ($000) $516 Avg Close — Range —