SCHWAB TARGET 2055 INDEX

Ticker: SWYJX CUSIP: 80850L767 Class: SCHWAB MUTL FUNDS

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

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

Q4 2025
Shares 6,120 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 6,987 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 5,136 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 4,761 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 4,178 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 3,528 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 1,697 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 90 Value ($000) $0 Avg Close — Range —