SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Phil A. Younker & Associates, Ltd.'s Holding History (CIK: 0002063635)

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

Q4 2025
Shares 1,468,133 Value ($000) $34,310 Avg Close — Range —
Q3 2025
Shares 1,205,971 Value ($000) $28,304 Avg Close — Range —
Q2 2025
Shares 850,254 Value ($000) $19,760 Avg Close — Range —
Q1 2025
Shares 958,560 Value ($000) $22,200 Avg Close — Range —
Q4 2024
Shares 983,037 Value ($000) $22,315 Avg Close — Range —