SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Turning Point Benefit Group, Inc.'s Holding History (CIK: 0002008513)

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

Q4 2025
Shares 1,307 Value ($000) $36 Avg Close — Range —
Q3 2025
Shares 1,306 Value ($000) $36 Avg Close — Range —