SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q4 2025
Shares 128,350 Value ($000) $3,264 Avg Close — Range —
Q3 2025
Shares 84,872 Value ($000) $2,008 Avg Close — Range —
Q2 2025
Shares 12,146 Value ($000) $265 Avg Close — Range —