SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Successful Portfolios LLC's Holding History (CIK: 0001721780)

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

Q1 2023
Shares 8,995 Value ($000) $422 Avg Close — Range —
Q4 2022
Shares 6,664 Value ($000) $304 Avg Close — Range —
Q3 2022
Shares 8,623 Value ($000) $391 Avg Close — Range —
Q2 2022
Shares 9,012 Value ($000) $431 Avg Close — Range —
Q1 2022
Shares 10,255 Value ($000) $519 Avg Close — Range —
Q4 2021
Shares 12,843 Value ($000) $692 Avg Close — Range —
Q3 2021
Shares 13,586 Value ($000) $737 Avg Close — Range —
Q2 2021
Shares 13,827 Value ($000) $755 Avg Close — Range —
Q1 2021
Shares 14,480 Value ($000) $781 Avg Close — Range —
Q4 2020
Shares 14,309 Value ($000) $802 Avg Close — Range —
Q3 2020
Shares 12,907 Value ($000) $724 Avg Close — Range —
Q2 2020
Shares 12,630 Value ($000) $710 Avg Close — Range —
Q1 2020
Shares 13,168 Value ($000) $715 Avg Close — Range —
Q4 2019
Shares 26,894 Value ($000) $1,437 Avg Close — Range —
Q3 2019
Shares 30,886 Value ($000) $1,663 Avg Close — Range —
Q2 2019
Shares 28,764 Value ($000) $1,524 Avg Close — Range —
Q1 2019
Shares 28,582 Value ($000) $1,483 Avg Close — Range —
Q4 2018
Shares 28,568 Value ($000) $1,445 Avg Close — Range —
Q3 2018
Shares 25,471 Value ($000) $1,280 Avg Close — Range —
Q2 2018
Shares 26,875 Value ($000) $1,361 Avg Close — Range —
Q1 2018
Shares 31,052 Value ($000) $1,584 Avg Close — Range —
Q4 2017
Shares 30,643 Value ($000) $1,595 Avg Close — Range —