SCHWAB STRATEGIC TR

Ticker: SCHC CUSIP: 808524888 Class: ETF

Simplicity Wealth,LLC's Holding History (CIK: 0001913243)

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

Q4 2025
Shares 13,166 Value ($000) $599 Avg Close — Range —
Q3 2025
Shares 12,318 Value ($000) $561 Avg Close — Range —
Q3 2022
Shares 45,121 Value ($000) $1,252 Avg Close — Range —
Q2 2022
Shares 42,101 Value ($000) $1,315 Avg Close — Range —
Q1 2022
Shares 63,393 Value ($000) $2,407 Avg Close — Range —
Q4 2021
Shares 68,357 Value ($000) $2,798 Avg Close — Range —