SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Independent Solutions Wealth Management, LLC's Holding History (CIK: 0001818391)

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

Q4 2025
Shares 280,510 Value ($000) $6,556 Avg Close — Range —
Q3 2025
Shares 279,316 Value ($000) $6,556 Avg Close — Range —
Q2 2025
Shares 281,458 Value ($000) $6,541 Avg Close — Range —
Q1 2025
Shares 283,942 Value ($000) $6,576 Avg Close — Range —
Q4 2024
Shares 272,503 Value ($000) $6,186 Avg Close — Range —
Q3 2024
Shares 153,990 Value ($000) $7,318 Avg Close — Range —
Q2 2024
Shares 140,259 Value ($000) $6,393 Avg Close — Range —
Q1 2024
Shares 140,777 Value ($000) $6,476 Avg Close — Range —
Q4 2023
Shares 131,196 Value ($000) $6,116 Avg Close — Range —
Q3 2023
Shares 128,839 Value ($000) $5,699 Avg Close — Range —
Q2 2023
Shares 105,537 Value ($000) $4,872 Avg Close — Range —
Q1 2023
Shares 98,960 Value ($000) $4,642 Avg Close — Range —
Q4 2022
Shares 87,736 Value ($000) $4,005 Avg Close — Range —
Q3 2022
Shares 81,074 Value ($000) $3,673 Avg Close — Range —
Q2 2022
Shares 79,550 Value ($000) $3,808 Avg Close — Range —
Q1 2022
Shares 76,123 Value ($000) $3,850 Avg Close — Range —
Q4 2021
Shares 72,400 Value ($000) $3,902 Avg Close — Range —
Q3 2021
Shares 71,509 Value ($000) $3,880 Avg Close — Range —
Q2 2021
Shares 68,767 Value ($000) $3,755 Avg Close — Range —
Q1 2021
Shares 62,204 Value ($000) $3,356 Avg Close — Range —
Q4 2020
Shares 51,134 Value ($000) $2,865 Avg Close — Range —
Q3 2020
Shares 51,154 Value ($000) $2,869 Avg Close — Range —
Q2 2020
Shares 59,869 Value ($000) $3,367 Avg Close — Range —
Q1 2020
Shares 56,042 Value ($000) $3,041 Avg Close — Range —
Q4 2019
Shares 60,944 Value ($000) $3,256 Avg Close — Range —