SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

TRED AVON FAMILY WEALTH, LLC's Holding History (CIK: 0002094435)

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

Q4 2025
Shares 67,981 Value ($000) $1,865 Avg Close Range
Q3 2025
Shares 71,198 Value ($000) $1,944 Avg Close Range