SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

Pinnacle Wealth Planning Services, Inc.'s Holding History (CIK: 0001726752)

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

Q4 2025
Shares 70,324 Value ($000) $1,914 Avg Close — Range —
Q3 2025
Shares 71,500 Value ($000) $1,880 Avg Close — Range —
Q2 2025
Shares 71,500 Value ($000) $1,755 Avg Close — Range —