SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Fonville Wealth Management LLC's Holding History (CIK: 0002008703)

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

Q1 2025
Shares 11,323 Value ($000) $309 Avg Close — Range —
Q4 2024
Shares 11,338 Value ($000) $310 Avg Close — Range —
Q3 2024
Shares 3,779 Value ($000) $319 Avg Close — Range —
Q2 2024
Shares 3,965 Value ($000) $309 Avg Close — Range —