SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Lifelong Wealth Advisors, Inc.'s Holding History (CIK: 0002051717)

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

Q4 2025
Shares 179,397 Value ($000) $4,193 Avg Close — Range —
Q3 2025
Shares 160,378 Value ($000) $3,764 Avg Close — Range —
Q2 2025
Shares 151,255 Value ($000) $3,515 Avg Close — Range —
Q1 2025
Shares 152,264 Value ($000) $3,526 Avg Close — Range —
Q4 2024
Shares 147,284 Value ($000) $3,343 Avg Close — Range —