SCHWAB STRATEGIC TR

Ticker: SCHI CUSIP: 808524698 Class: 5 10YR CORP BD

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

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

Q3 2024
Shares 9,650 Value ($000) $445 Avg Close — Range —
Q2 2024
Shares 10,205 Value ($000) $450 Avg Close — Range —
Q1 2024
Shares 11,803 Value ($000) $525 Avg Close — Range —
Q4 2023
Shares 21,692 Value ($000) $975 Avg Close — Range —
Q3 2023
Shares 18,889 Value ($000) $797 Avg Close — Range —
Q2 2023
Shares 9,442 Value ($000) $416 Avg Close — Range —
Q1 2023
Shares 198 Value ($000) $9 Avg Close — Range —
Q1 2021
Shares 8,065 Value ($000) $418 Avg Close — Range —
Q4 2020
Shares 8,999 Value ($000) $479 Avg Close — Range —