SCHWAB TARGET 2050 INDEX

Ticker: SWYMX CUSIP: 80850L783 Class: COM

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

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

Q4 2025
Shares 721 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 576 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 459 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 328 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 265 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 560 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 490 Value ($000) $0 Avg Close — Range —