SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Valued Retirements, Inc.'s Holding History (CIK: 0002044874)

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

Q4 2024
Shares 14,319 Value ($000) $391 Avg Close — Range —
Q3 2024
Shares 4,773 Value ($000) $403 Avg Close — Range —
Q2 2024
Shares 35,631 Value ($000) $2,771 Avg Close — Range —
Q1 2024
Shares 35,526 Value ($000) $2,864 Avg Close — Range —
Q4 2023
Shares 34,689 Value ($000) $2,641 Avg Close — Range —