SCHWAB TARGET 2050

Ticker: SWNRX CUSIP: 808509186 Class: SCHWAB MUTL FUNDS

Coston, McIsaac & Partners's Holding History (CIK: 0001945037)

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

Q4 2025
Shares 4,070 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 3,896 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 3,901 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 3,901 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 3,911 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 3,791 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 3,791 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 4,238 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 4,199 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 4,227 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 456 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 4,066 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 3,858 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 3,359 Value ($000) $43 Avg Close — Range —