SCHWAB SHORT-TERM BOND INDEX

Ticker: SWSBX CUSIP: 808517692 Class: SCHWAB MUTL FUNDS

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

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

Q4 2025
Shares 9,938 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 10,738 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 10,717 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 11,675 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 11,691 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 12,046 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 11,941 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 12,177 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 11,806 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 11,602 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 11,009 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 12,116 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 12,300 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 12,524 Value ($000) $117 Avg Close — Range —