SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Goldstone Financial Group, LLC's Holding History (CIK: 0002040021)

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

Q4 2025
Shares 255,581 Value ($000) $7,011 Avg Close — Range —
Q3 2025
Shares 231,563 Value ($000) $6,322 Avg Close — Range —
Q2 2025
Shares 212,553 Value ($000) $5,813 Avg Close — Range —
Q1 2025
Shares 195,965 Value ($000) $5,479 Avg Close — Range —
Q4 2024
Shares 198,687 Value ($000) $5,428 Avg Close — Range —
Q3 2024
Shares 64,599 Value ($000) $5,461 Avg Close — Range —
Q2 2024
Shares 60,012 Value ($000) $4,667 Avg Close — Range —
Q1 2024
Shares 56,406 Value ($000) $4,548 Avg Close — Range —
Q4 2023
Shares 58,160 Value ($000) $4,428 Avg Close — Range —
Q3 2023
Shares 54,168 Value ($000) $3,833 Avg Close — Range —
Q2 2023
Shares 48,853 Value ($000) $3,548 Avg Close — Range —
Q1 2023
Shares 21,333 Value ($000) $1,561 Avg Close — Range —