SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Westmount Partners, LLC's Holding History (CIK: 0002051491)

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

Q1 2025
Shares 11,713 Value ($000) $327 Avg Close — Range —
Q4 2024
Shares 11,908 Value ($000) $325 Avg Close — Range —
Q3 2024
Shares 3,969 Value ($000) $336 Avg Close — Range —
Q2 2024
Shares 3,968 Value ($000) $307 Avg Close — Range —
Q1 2024
Shares 3,703 Value ($000) $299 Avg Close — Range —
Q4 2023
Shares 4,185 Value ($000) $319 Avg Close — Range —
Q3 2023
Shares 6,851 Value ($000) $485 Avg Close — Range —
Q2 2023
Shares 4,291 Value ($000) $312 Avg Close — Range —
Q1 2023
Shares 4,498 Value ($000) $329 Avg Close — Range —
Q4 2022
Shares 4,373 Value ($000) $330 Avg Close — Range —