SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Principia Wealth Advisory, LLC's Holding History (CIK: 0002041436)

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

Q4 2025
Shares 44,402 Value ($000) $1,218 Avg Close — Range —
Q3 2025
Shares 86,323 Value ($000) $2,357 Avg Close — Range —
Q2 2025
Shares 11,781 Value ($000) $312 Avg Close — Range —