SCHWAB STRATEGIC TR

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

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

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

Q4 2025
Shares 9,375 Value ($000) $228 Avg Close — Range —
Q3 2025
Shares 254 Value ($000) $6 Avg Close — Range —