SCHWAB STRATEGIC TR

Ticker: SCUS CUSIP: 808524623 Class: ETF

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q4 2025
Shares 21,293 Value ($000) $536 Avg Close — Range —
Q2 2025
Shares 11,992 Value ($000) $302 Avg Close — Range —
Q1 2025
Shares 35,260 Value ($000) $888 Avg Close — Range —
Q4 2024
Shares 26,227 Value ($000) $659 Avg Close — Range —
Q3 2024
Shares 20,834 Value ($000) $526 Avg Close — Range —