SCHWAB STRATEGIC TR

Ticker: FNDF CUSIP: 808524755 Class: FUNDAMENTAL INTL

Plan A Wealth LLC's Holding History (CIK: 0002093645)

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

Q4 2025
Shares 7,100 Value ($000) $321 Avg Close — Range —
Q3 2025
Shares 7,089 Value ($000) $305 Avg Close — Range —
Q2 2025
Shares 6,382 Value ($000) $255 Avg Close — Range —