SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

JPL Wealth Management, LLC's Holding History (CIK: 0002010710)

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

Q3 2025
Shares 176,108 Value ($000) $4,808 Avg Close — Range —
Q2 2025
Shares 177,671 Value ($000) $4,708 Avg Close — Range —
Q1 2025
Shares 173,987 Value ($000) $4,865 Avg Close — Range —
Q4 2024
Shares 164,909 Value ($000) $4,505 Avg Close — Range —
Q2 2024
Shares 21,274 Value ($000) $1,654 Avg Close — Range —
Q1 2024
Shares 16,458 Value ($000) $1,327 Avg Close — Range —
Q4 2023
Shares 16,228 Value ($000) $1,235 Avg Close — Range —