SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Charis Legacy Partners, LLC's Holding History (CIK: 0002056602)

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

Q2 2025
Shares 12,531 Value ($000) $332 Avg Close — Range —
Q1 2025
Shares 22,042 Value ($000) $616 Avg Close — Range —