SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Meriwether Wealth & Planning, LLC's Holding History (CIK: 0002055554)

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

Q4 2025
Shares 721,921 Value ($000) $23,549 Avg Close — Range —
Q3 2025
Shares 722,280 Value ($000) $23,048 Avg Close — Range —
Q2 2025
Shares 693,312 Value ($000) $20,252 Avg Close — Range —
Q1 2025
Shares 667,512 Value ($000) $16,715 Avg Close — Range —
Q4 2024
Shares 578,486 Value ($000) $16,122 Avg Close — Range —