SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 16,095 Value ($000) $525 Avg Close — Range —
Q3 2025
Shares 18,491 Value ($000) $590 Avg Close — Range —
Q2 2025
Shares 203,981 Value ($000) $5,958 Avg Close — Range —
Q4 2022
Shares 7,357 Value ($000) $462 Avg Close — Range —
Q3 2022
Shares 6,813 Value ($000) $394 Avg Close — Range —
Q1 2022
Shares 4,414 Value ($000) $286 Avg Close — Range —