SCHWAB STRATEGIC TR

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

Journey Beyond Wealth, LLC's Holding History (CIK: 0002052989)

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

Q4 2025
Shares 136,790 Value ($000) $3,334 Avg Close — Range —
Q3 2025
Shares 126,768 Value ($000) $3,093 Avg Close — Range —
Q2 2025
Shares 118,993 Value ($000) $2,901 Avg Close — Range —
Q1 2025
Shares 147,957 Value ($000) $3,601 Avg Close — Range —
Q4 2024
Shares 135,361 Value ($000) $3,257 Avg Close — Range —