SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Vista Cima Wealth Management LLC's Holding History (CIK: 0002055907)

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

Q4 2025
Shares 167,649 Value ($000) $4,599 Avg Close — Range —
Q3 2025
Shares 157,805 Value ($000) $4,308 Avg Close — Range —
Q2 2025
Shares 143,924 Value ($000) $3,814 Avg Close — Range —
Q1 2025
Shares 137,567 Value ($000) $3,846 Avg Close — Range —
Q4 2024
Shares 133,003 Value ($000) $3,634 Avg Close — Range —