SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Cascade Wealth Advisors, Inc's Holding History (CIK: 0002018936)

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

Q4 2025
Shares 9,660 Value ($000) $283 Avg Close — Range —
Q3 2025
Shares 9,660 Value ($000) $259 Avg Close — Range —
Q2 2025
Shares 11,802 Value ($000) $317 Avg Close — Range —