SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

AssuredPartners Investment Advisors, LLC's Holding History (CIK: 0002055492)

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

Q4 2025
Shares 43,824 Value ($000) $1,202 Avg Close — Range —
Q3 2025
Shares 7,990 Value ($000) $218 Avg Close — Range —
Q2 2025
Shares 13,263 Value ($000) $351 Avg Close — Range —
Q1 2025
Shares 173,844 Value ($000) $4,861 Avg Close — Range —
Q4 2024
Shares 164,912 Value ($000) $4,505 Avg Close — Range —