SCHWAB STRATEGIC TR

Ticker: SCHJ CUSIP: 808524714 Class: 1 5YR CORP BD

Capasso Planning Partners LLC's Holding History (CIK: 0001911938)

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

Q2 2025
Shares 16,226 Value ($000) $403 Avg Close — Range —
Q1 2025
Shares 30,513 Value ($000) $752 Avg Close — Range —
Q4 2024
Shares 39,641 Value ($000) $966 Avg Close — Range —
Q3 2024
Shares 29,589 Value ($000) $1,468 Avg Close — Range —
Q2 2024
Shares 42,375 Value ($000) $2,046 Avg Close — Range —