SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Milestones Private Investment Advisors LLC's Holding History (CIK: 0001726041)

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

Q4 2025
Shares 46,931 Value ($000) $1,097 Avg Close — Range —
Q3 2025
Shares 52,044 Value ($000) $1,221 Avg Close — Range —
Q2 2025
Shares 49,935 Value ($000) $1,160 Avg Close — Range —