SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

LifePlan Financial, LLC's Holding History (CIK: 0001739485)

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

Q4 2025
Shares 30,294 Value ($000) $815 Avg Close — Range —
Q3 2025
Shares 31,500 Value ($000) $830 Avg Close — Range —
Q2 2025
Shares 33,836 Value ($000) $827 Avg Close — Range —
Q1 2025
Shares 33,963 Value ($000) $750 Avg Close — Range —
Q4 2024
Shares 32,431 Value ($000) $752 Avg Close — Range —
Q3 2024
Shares 12,195 Value ($000) $827 Avg Close — Range —
Q2 2024
Shares 12,634 Value ($000) $812 Avg Close — Range —
Q1 2024
Shares 12,581 Value ($000) $781 Avg Close — Range —
Q4 2023
Shares 12,545 Value ($000) $708 Avg Close — Range —