SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

PRECEDENT WEALTH PARTNERS, LLC's Holding History (CIK: 0002008666)

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

Q4 2025
Shares 49,925 Value ($000) $1,369 Avg Close — Range —
Q3 2025
Shares 49,270 Value ($000) $1,345 Avg Close — Range —
Q2 2025
Shares 52,168 Value ($000) $1,382 Avg Close — Range —
Q1 2025
Shares 52,895 Value ($000) $1,479 Avg Close — Range —
Q4 2024
Shares 22,917 Value ($000) $626 Avg Close — Range —
Q3 2024
Shares 8,482 Value ($000) $717 Avg Close — Range —
Q2 2024
Shares 6,601 Value ($000) $513 Avg Close — Range —
Q1 2024
Shares 2,636 Value ($000) $213 Avg Close — Range —
Q4 2023
Shares 2,930 Value ($000) $223 Avg Close — Range —