SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Golden State Equity Partners's Holding History (CIK: 0001845003)

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

Q4 2025
Shares 14,550 Value ($000) $340 Avg Close — Range —
Q3 2025
Shares 14,550 Value ($000) $341 Avg Close — Range —
Q2 2025
Shares 14,550 Value ($000) $338 Avg Close — Range —
Q1 2025
Shares 14,550 Value ($000) $337 Avg Close — Range —
Q4 2024
Shares 14,550 Value ($000) $330 Avg Close — Range —
Q3 2024
Shares 7,275 Value ($000) $346 Avg Close — Range —
Q2 2024
Shares 7,275 Value ($000) $332 Avg Close — Range —
Q4 2023
Shares 4,750 Value ($000) $221 Avg Close — Range —
Q2 2023
Shares 4,500 Value ($000) $208 Avg Close — Range —