SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Millstone Evans Group, LLC's Holding History (CIK: 0002041943)

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

Q4 2025
Shares 14,644 Value ($000) $402 Avg Close — Range —
Q3 2025
Shares 7,772 Value ($000) $212 Avg Close — Range —
Q2 2025
Shares 1,400 Value ($000) $37 Avg Close — Range —
Q1 2025
Shares 1,276 Value ($000) $36 Avg Close — Range —
Q4 2024
Shares 1,276 Value ($000) $35 Avg Close — Range —