SCHWAB STRATEGIC TR

Ticker: SCHH CUSIP: 808524847 Class: ETF

M Wealth Management, LLC's Holding History (CIK: 0002026150)

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

Q4 2025
Shares 24,980 Value ($000) $522 Avg Close — Range —
Q3 2025
Shares 29,935 Value ($000) $646 Avg Close — Range —
Q2 2025
Shares 30,734 Value ($000) $650 Avg Close — Range —
Q1 2025
Shares 30,734 Value ($000) $661 Avg Close — Range —
Q4 2024
Shares 31,475 Value ($000) $663 Avg Close — Range —