SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

EVOLUTION WEALTH MANAGEMENT INC.'s Holding History (CIK: 0002010029)

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

Q4 2025
Shares 21,239 Value ($000) $583 Avg Close — Range —
Q3 2025
Shares 12,631 Value ($000) $345 Avg Close — Range —
Q2 2025
Shares 12,752 Value ($000) $338 Avg Close — Range —