SCHWAB TOTAL STOCK MKT-SEL

Ticker: SWTSX CUSIP: 808509756 Class: MUT

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

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

Q4 2025
Shares 493 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 347 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 33 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 17 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 86 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 66 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 44 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 25 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 165 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 142 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 99 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 75 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 40 Value ($000) $2 Avg Close — Range —