SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Journey Beyond Wealth, LLC's Holding History (CIK: 0002052989)

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

Q4 2025
Shares 91,979 Value ($000) $2,523 Avg Close — Range —
Q2 2025
Shares 49,893 Value ($000) $1,322 Avg Close — Range —
Q1 2025
Shares 193,242 Value ($000) $5,403 Avg Close — Range —
Q4 2024
Shares 183,299 Value ($000) $5,008 Avg Close — Range —