SCHWAB TARGET 2030

Ticker: SWDRX CUSIP: 808509541 Class: SCHWAB MUTL FUNDS

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

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

Q4 2025
Shares 6,532 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 6,169 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 6,081 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 6,024 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 5,853 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 5,626 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 5,574 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 5,499 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 5,434 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 7,085 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 6,462 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 6,183 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 5,549 Value ($000) $76 Avg Close — Range —