SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

Morton Brown Family Wealth, LLC's Holding History (CIK: 0001909851)

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

Q4 2025
Shares 17,884 Value ($000) $430 Avg Close — Range —
Q3 2025
Shares 17,884 Value ($000) $416 Avg Close — Range —
Q2 2025
Shares 17,884 Value ($000) $395 Avg Close — Range —
Q1 2025
Shares 17,884 Value ($000) $354 Avg Close — Range —
Q4 2024
Shares 17,884 Value ($000) $331 Avg Close — Range —
Q3 2024
Shares 5,519 Value ($000) $227 Avg Close — Range —
Q2 2024
Shares 5,519 Value ($000) $217 Avg Close — Range —
Q1 2024
Shares 6,184 Value ($000) $241 Avg Close — Range —
Q4 2023
Shares 6,200 Value ($000) $229 Avg Close — Range —