SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Keystone Financial Group, Inc.'s Holding History (CIK: 0002053642)

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

Q4 2025
Shares 385,136 Value ($000) $10,564 Avg Close — Range —
Q3 2025
Shares 358,233 Value ($000) $9,780 Avg Close — Range —
Q2 2025
Shares 355,740 Value ($000) $9,612 Avg Close — Range —
Q1 2025
Shares 340,661 Value ($000) $8,704 Avg Close — Range —
Q4 2024
Shares 299,981 Value ($000) $8,197 Avg Close — Range —