SCHWAB TARGET 2065 INDEX

Ticker: SWYOX CUSIP: 80850L692 Class: SCHWAB MUTL FUNDS

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

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

Q4 2025
Shares 2,915 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 2,027 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 1,267 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 772 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 433 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 321 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 93 Value ($000) $0 Avg Close — Range —