SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Keystone Financial Group, Inc.'s Holding History (CIK: 0002053642)

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

Q4 2025
Shares 1 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 9,439 Value ($000) $222 Avg Close — Range —
Q2 2025
Shares 12,246 Value ($000) $281 Avg Close — Range —
Q1 2025
Shares 11,411 Value ($000) $262 Avg Close — Range —
Q4 2024
Shares 13,858 Value ($000) $315 Avg Close — Range —