SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Phil A. Younker & Associates, Ltd.'s Holding History (CIK: 0002063635)

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

Q4 2025
Shares 263,047 Value ($000) $7,215 Avg Close — Range —
Q3 2025
Shares 262,664 Value ($000) $7,171 Avg Close — Range —
Q2 2025
Shares 180,008 Value ($000) $4,770 Avg Close — Range —
Q1 2025
Shares 179,947 Value ($000) $5,031 Avg Close — Range —
Q4 2024
Shares 180,517 Value ($000) $4,932 Avg Close — Range —