SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Wingate Wealth Advisors, Inc.'s Holding History (CIK: 0002041800)

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

Q4 2025
Shares 41,382 Value ($000) $1,135 Avg Close — Range —
Q3 2025
Shares 44,566 Value ($000) $1,217 Avg Close — Range —
Q2 2025
Shares 52,187 Value ($000) $1,383 Avg Close — Range —
Q1 2025
Shares 58,223 Value ($000) $1,628 Avg Close — Range —
Q4 2024
Shares 58,962 Value ($000) $1,611 Avg Close — Range —