SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Michels Family Financial, LLC's Holding History (CIK: 0002053733)

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

Q4 2025
Shares 250,692 Value ($000) $6,876 Avg Close — Range —
Q3 2025
Shares 235,153 Value ($000) $6,420 Avg Close — Range —
Q2 2025
Shares 228,501 Value ($000) $6,055 Avg Close — Range —
Q1 2025
Shares 226,824 Value ($000) $6,342 Avg Close — Range —
Q4 2024
Shares 220,974 Value ($000) $6,037 Avg Close — Range —