SCHWAB TARGET 2035

Ticker: SWIRX CUSIP: 808509244 Class: MF

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

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

Q4 2025
Shares 5,668 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 5,493 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 5,496 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 5,496 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 5,412 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 5,313 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 5,318 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 5,318 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 5,313 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 5,077 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 4,780 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 4,727 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 4,355 Value ($000) $60 Avg Close — Range —