SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q4 2025
Shares 54,312 Value ($000) $1,274 Avg Close — Range —
Q3 2025
Shares 55,884 Value ($000) $1,324 Avg Close — Range —
Q2 2025
Shares 58,040 Value ($000) $1,341 Avg Close — Range —
Q1 2025
Shares 57,740 Value ($000) $1,337 Avg Close — Range —
Q4 2024
Shares 56,828 Value ($000) $1,290 Avg Close — Range —
Q3 2024
Shares 26,079 Value ($000) $1,239 Avg Close — Range —
Q2 2024
Shares 26,212 Value ($000) $1,195 Avg Close — Range —
Q1 2024
Shares 15,128 Value ($000) $696 Avg Close — Range —
Q4 2023
Shares 16,452 Value ($000) $767 Avg Close — Range —