SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Tiller Private Wealth, Inc.'s Holding History (CIK: 0001663649)

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

Q3 2025
Shares 9,744 Value ($000) $229 Avg Close — Range —
Q2 2025
Shares 9,744 Value ($000) $227 Avg Close — Range —
Q1 2022
Shares 4,070 Value ($000) $206 Avg Close — Range —
Q4 2021
Shares 4,025 Value ($000) $217 Avg Close — Range —
Q1 2018
Shares 4,120 Value ($000) $210 Avg Close — Range —
Q4 2017
Shares 63,232 Value ($000) $3,291 Avg Close — Range —
Q4 2015
Shares 14,967 Value ($000) $771 Avg Close — Range —