SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

Blue Zone Wealth Advisors, LLC's Holding History (CIK: 0001803106)

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

Q4 2025
Shares 54,897 Value ($000) $1,320 Avg Close — Range —
Q3 2025
Shares 45,003 Value ($000) $1,048 Avg Close — Range —
Q2 2025
Shares 10,110 Value ($000) $223 Avg Close — Range —
Q4 2024
Shares 10,308 Value ($000) $191 Avg Close — Range —
Q3 2024
Shares 5,154 Value ($000) $212 Avg Close — Range —