SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Principia Wealth Advisory, LLC's Holding History (CIK: 0002041436)

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

Q4 2025
Shares 13,646 Value ($000) $319 Avg Close — Range —
Q3 2025
Shares 9,270 Value ($000) $218 Avg Close — Range —