SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Wills Financial Group LLC's Holding History (CIK: 0002059579)

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

Q4 2025
Shares 62,494 Value ($000) $1,714 Avg Close — Range —
Q3 2025
Shares 65,441 Value ($000) $1,787 Avg Close — Range —
Q2 2025
Shares 60,739 Value ($000) $1,610 Avg Close — Range —
Q1 2025
Shares 59,874 Value ($000) $1,674 Avg Close — Range —