SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Guardian Financial Partners, LLC's Holding History (CIK: 0001723514)

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

Q4 2025
Shares 207,200 Value ($000) $4,842 Avg Close — Range —
Q3 2025
Shares 215,456 Value ($000) $5,057 Avg Close — Range —
Q2 2025
Shares 228,321 Value ($000) $5,306 Avg Close — Range —
Q1 2025
Shares 207,257 Value ($000) $4,800 Avg Close — Range —
Q4 2024
Shares 209,240 Value ($000) $4,750 Avg Close — Range —
Q3 2024
Shares 81,994 Value ($000) $3,896 Avg Close — Range —
Q2 2024
Shares 82,445 Value ($000) $3,758 Avg Close — Range —
Q1 2024
Shares 83,205 Value ($000) $3,827 Avg Close — Range —
Q4 2023
Shares 76,118 Value ($000) $3,549 Avg Close — Range —
Q3 2023
Shares 56,204 Value ($000) $2,486 Avg Close — Range —
Q1 2023
Shares 53,902 Value ($000) $2,529 Avg Close — Range —
Q4 2022
Shares 51,052 Value ($000) $2,331 Avg Close — Range —
Q3 2022
Shares 50,480 Value ($000) $2,287 Avg Close — Range —
Q2 2022
Shares 46,365 Value ($000) $2,220 Avg Close — Range —
Q1 2022
Shares 46,406 Value ($000) $2,251 Avg Close — Range —
Q4 2021
Shares 44,446 Value ($000) $2,396 Avg Close — Range —