SCHWAB STRATEGIC TR

Ticker: SCHR CUSIP: 808524854 Class: ETF

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 11,289 Value ($000) $283 Avg Close — Range —
Q3 2025
Shares 10,669 Value ($000) $268 Avg Close — Range —
Q2 2025
Shares 10,891 Value ($000) $273 Avg Close — Range —
Q1 2025
Shares 11,387 Value ($000) $283 Avg Close — Range —