SCHWAB STRATEGIC TR

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

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

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

Q4 2025
Shares 16,846 Value ($000) $387 Avg Close — Range —
Q3 2025
Shares 17,126 Value ($000) $395 Avg Close — Range —
Q2 2025
Shares 17,642 Value ($000) $402 Avg Close — Range —
Q1 2025
Shares 17,819 Value ($000) $400 Avg Close — Range —
Q4 2024
Shares 18,978 Value ($000) $419 Avg Close — Range —