SCHWAB STRATEGIC TR

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

Innovative Wealth Building LLC's Holding History (CIK: 0002062596)

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

Q4 2025
Shares 80,891 Value ($000) $1,971 Avg Close — Range —
Q3 2025
Shares 88,944 Value ($000) $2,170 Avg Close — Range —
Q2 2025
Shares 106,189 Value ($000) $2,589 Avg Close — Range —
Q1 2025
Shares 116,287 Value ($000) $2,830 Avg Close — Range —
Q4 2024
Shares 130,964 Value ($000) $3,151 Avg Close — Range —