SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

DIVERSIFY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002030780)

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

Q4 2025
Shares 210,756 Value ($000) $6,032 Avg Close — Range —
Q3 2025
Shares 210,061 Value ($000) $5,560 Avg Close — Range —
Q2 2025
Shares 220,818 Value ($000) $5,984 Avg Close — Range —
Q1 2025
Shares 231,082 Value ($000) $5,983 Avg Close — Range —
Q4 2024
Shares 233,549 Value ($000) $6,308 Avg Close — Range —
Q3 2024
Shares 228,854 Value ($000) $6,472 Avg Close — Range —