SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Opulen Financial Group LLC's Holding History (CIK: 0002055099)

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

Q4 2025
Shares 544,113 Value ($000) $14,925 Avg Close — Range —
Q3 2025
Shares 511,992 Value ($000) $13,977 Avg Close — Range —
Q2 2025
Shares 503,342 Value ($000) $13,339 Avg Close — Range —
Q1 2025
Shares 504,648 Value ($000) $14,110 Avg Close — Range —
Q4 2024
Shares 490,503 Value ($000) $13,401 Avg Close — Range —