SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Resurgent Financial Advisors LLC's Holding History (CIK: 0001912339)

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

Q4 2025
Shares 31,164 Value ($000) $728 Avg Close — Range —
Q3 2025
Shares 32,060 Value ($000) $752 Avg Close — Range —
Q2 2025
Shares 30,664 Value ($000) $713 Avg Close — Range —
Q1 2025
Shares 33,500 Value ($000) $776 Avg Close — Range —
Q4 2024
Shares 32,087 Value ($000) $728 Avg Close — Range —
Q3 2024
Shares 8,969 Value ($000) $426 Avg Close — Range —
Q2 2024
Shares 4,957 Value ($000) $226 Avg Close — Range —
Q4 2023
Shares 3,007 Value ($000) $140 Avg Close — Range —
Q3 2023
Shares 1,841 Value ($000) $81 Avg Close — Range —
Q2 2023
Shares 479 Value ($000) $22 Avg Close — Range —