SCHWAB STRATEGIC TR

Ticker: FNDF CUSIP: 808524755 Class: FUNDAMENTAL INTL

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

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

Q4 2025
Shares 6,503 Value ($000) $294 Avg Close — Range —
Q3 2025
Shares 6,692 Value ($000) $287 Avg Close — Range —
Q2 2025
Shares 6,599 Value ($000) $264 Avg Close — Range —
Q1 2025
Shares 6,962 Value ($000) $252 Avg Close — Range —
Q4 2024
Shares 6,776 Value ($000) $225 Avg Close — Range —
Q3 2024
Shares 7,168 Value ($000) $268 Avg Close — Range —
Q2 2024
Shares 7,162 Value ($000) $251 Avg Close — Range —
Q1 2024
Shares 7,185 Value ($000) $256 Avg Close — Range —
Q4 2023
Shares 7,152 Value ($000) $241 Avg Close — Range —
Q3 2023
Shares 6,856 Value ($000) $217 Avg Close — Range —
Q2 2023
Shares 6,192 Value ($000) $200 Avg Close — Range —
Q1 2023
Shares 5,498 Value ($000) $172 Avg Close — Range —