SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

XY Planning Network, Inc.'s Holding History (CIK: 0001873438)

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

Q4 2025
Shares 15,071 Value ($000) $492 Avg Close — Range —
Q3 2025
Shares 17,762 Value ($000) $519 Avg Close — Range —
Q2 2025
Shares 17,762 Value ($000) $519 Avg Close — Range —
Q1 2025
Shares 17,315 Value ($000) $434 Avg Close — Range —
Q4 2024
Shares 21,739 Value ($000) $606 Avg Close — Range —