SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

PARTNERS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002054714)

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

Q4 2025
Shares 12,095 Value ($000) $332 Avg Close — Range —
Q3 2025
Shares 16,420 Value ($000) $448 Avg Close — Range —
Q2 2025
Shares 13,061 Value ($000) $364 Avg Close — Range —
Q1 2025
Shares 13,061 Value ($000) $365 Avg Close — Range —
Q4 2024
Shares 13,061 Value ($000) $357 Avg Close — Range —