SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

MOKAN Wealth Management Inc.'s Holding History (CIK: 0002053727)

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

Q4 2025
Shares 120,140 Value ($000) $3,295 Avg Close — Range —
Q3 2025
Shares 139,297 Value ($000) $3,803 Avg Close — Range —
Q2 2025
Shares 150,769 Value ($000) $3,995 Avg Close — Range —
Q1 2025
Shares 143,784 Value ($000) $4,020 Avg Close — Range —
Q4 2024
Shares 140,532 Value ($000) $3,839 Avg Close — Range —