SCHWAB STRATEGIC TR

Ticker: SCHO CUSIP: 808524862 Class: SHT TM US TRES

Simplicity Wealth,LLC's Holding History (CIK: 0001913243)

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

Q4 2025
Shares 34,919 Value ($000) $851 Avg Close — Range —
Q3 2025
Shares 32,959 Value ($000) $804 Avg Close — Range —
Q2 2024
Shares 89,974 Value ($000) $4,330 Avg Close — Range —
Q1 2024
Shares 104,635 Value ($000) $5,044 Avg Close — Range —