SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

Planned Solutions, Inc.'s Holding History (CIK: 0001831332)

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

Q4 2025
Shares 8,398 Value ($000) $275 Avg Close — Range —
Q3 2025
Shares 11,351 Value ($000) $379 Avg Close — Range —
Q2 2025
Shares 11,760 Value ($000) $354 Avg Close — Range —
Q1 2025
Shares 12,410 Value ($000) $342 Avg Close — Range —
Q4 2024
Shares 11,154 Value ($000) $297 Avg Close — Range —
Q3 2024
Shares 10,509 Value ($000) $307 Avg Close — Range —
Q2 2024
Shares 8,291 Value ($000) $220 Avg Close — Range —
Q4 2023
Shares 7,373 Value ($000) $183 Avg Close — Range —
Q4 2020
Shares 3,738 Value ($000) $115 Avg Close — Range —
Q3 2020
Shares 3,602 Value ($000) $96 Avg Close — Range —