SCHWAB STRATEGIC TR

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

Joule Financial, LLC's Holding History (CIK: 0001929070)

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

Q4 2025
Shares 19,750 Value ($000) $481 Avg Close — Range —
Q3 2025
Shares 25,116 Value ($000) $613 Avg Close — Range —
Q2 2025
Shares 16,862 Value ($000) $411 Avg Close — Range —
Q1 2025
Shares 16,862 Value ($000) $410 Avg Close — Range —
Q4 2024
Shares 13,695 Value ($000) $330 Avg Close — Range —
Q1 2023
Shares 7,750 Value ($000) $378 Avg Close — Range —
Q4 2022
Shares 7,750 Value ($000) $374 Avg Close — Range —
Q3 2022
Shares 7,750 Value ($000) $374 Avg Close — Range —