SCHWAB STRATEGIC TR

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

Vista Cima Wealth Management LLC's Holding History (CIK: 0002055907)

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

Q4 2025
Shares 43,172 Value ($000) $1,052 Avg Close — Range —
Q3 2025
Shares 42,889 Value ($000) $1,046 Avg Close — Range —
Q2 2025
Shares 40,805 Value ($000) $995 Avg Close — Range —
Q1 2025
Shares 40,383 Value ($000) $983 Avg Close — Range —
Q4 2024
Shares 37,062 Value ($000) $892 Avg Close — Range —