SCHWAB STRATEGIC TR

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

Phil A. Younker & Associates, Ltd.'s Holding History (CIK: 0002063635)

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

Q4 2025
Shares 402,053 Value ($000) $9,798 Avg Close — Range —
Q3 2025
Shares 382,781 Value ($000) $9,340 Avg Close — Range —
Q2 2025
Shares 316,551 Value ($000) $7,718 Avg Close — Range —
Q1 2025
Shares 361,493 Value ($000) $8,799 Avg Close — Range —
Q4 2024
Shares 391,599 Value ($000) $9,422 Avg Close — Range —