SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

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

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

Q4 2025
Shares 16,845 Value ($000) $552 Avg Close — Range —
Q3 2025
Shares 17,232 Value ($000) $575 Avg Close — Range —
Q2 2025
Shares 18,436 Value ($000) $556 Avg Close — Range —
Q1 2025
Shares 18,805 Value ($000) $518 Avg Close — Range —
Q4 2024
Shares 18,939 Value ($000) $504 Avg Close — Range —
Q4 2022
Shares 22,296 Value ($000) $561 Avg Close — Range —
Q3 2022
Shares 21,101 Value ($000) $506 Avg Close — Range —
Q1 2022
Shares 18,518 Value ($000) $487 Avg Close — Range —