SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Legacy Financial Strategies, LLC's Holding History (CIK: 0001723925)

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

Q2 2025
Shares 22,576 Value ($000) $525 Avg Close — Range —
Q1 2025
Shares 22,347 Value ($000) $518 Avg Close — Range —
Q4 2024
Shares 25,275 Value ($000) $574 Avg Close — Range —
Q3 2024
Shares 12,472 Value ($000) $593 Avg Close — Range —