SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

EVOLUTION WEALTH MANAGEMENT INC.'s Holding History (CIK: 0002010029)

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

Q4 2025
Shares 15,917 Value ($000) $372 Avg Close — Range —
Q3 2025
Shares 2,653 Value ($000) $62 Avg Close — Range —
Q2 2025
Shares 3,145 Value ($000) $73 Avg Close — Range —