SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

CYPRESS FINANCIAL PLANNING LLC's Holding History (CIK: 0001937021)

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

Q4 2025
Shares 27,140 Value ($000) $736 Avg Close — Range —
Q3 2025
Shares 30,432 Value ($000) $802 Avg Close — Range —
Q2 2025
Shares 31,783 Value ($000) $777 Avg Close — Range —
Q1 2025
Shares 31,749 Value ($000) $701 Avg Close — Range —
Q4 2024
Shares 31,753 Value ($000) $736 Avg Close — Range —
Q3 2024
Shares 11,365 Value ($000) $771 Avg Close — Range —
Q2 2024
Shares 11,348 Value ($000) $729 Avg Close — Range —
Q1 2024
Shares 9,910 Value ($000) $615 Avg Close — Range —