SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Uniting Wealth Partners, LLC's Holding History (CIK: 0002056414)

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

Q4 2025
Shares 222,016 Value ($000) $6,090 Avg Close — Range —
Q3 2025
Shares 213,940 Value ($000) $5,841 Avg Close — Range —