SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 41,753 Value ($000) $1,145 Avg Close — Range —
Q3 2025
Shares 26,096 Value ($000) $712 Avg Close — Range —