SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Mount Yale Investment Advisors, LLC's Holding History (CIK: 0001744349)

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

Q4 2025
Shares 866,561 Value ($000) $20,252 Avg Close — Range —
Q3 2025
Shares 775,096 Value ($000) $18,191 Avg Close — Range —