SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

Tempus Wealth Planning, LLC's Holding History (CIK: 0001806428)

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

Q4 2025
Shares 148,999 Value ($000) $4,054 Avg Close — Range —
Q3 2025
Shares 142,943 Value ($000) $3,759 Avg Close — Range —
Q2 2025
Shares 132,037 Value ($000) $3,240 Avg Close — Range —
Q1 2025
Shares 124,417 Value ($000) $2,937 Avg Close — Range —
Q4 2024
Shares 121,586 Value ($000) $2,879 Avg Close — Range —
Q3 2024
Shares 39,951 Value ($000) $2,867 Avg Close — Range —
Q2 2024
Shares 40,171 Value ($000) $2,691 Avg Close — Range —
Q1 2024
Shares 39,564 Value ($000) $2,666 Avg Close — Range —
Q4 2023
Shares 38,129 Value ($000) $2,362 Avg Close — Range —
Q3 2023
Shares 33,899 Value ($000) $1,897 Avg Close — Range —
Q2 2023
Shares 33,627 Value ($000) $1,936 Avg Close — Range —
Q1 2023
Shares 30,432 Value ($000) $1,671 Avg Close — Range —
Q4 2022
Shares 23,840 Value ($000) $1,274 Avg Close — Range —
Q3 2022
Shares 6,541 Value ($000) $312 Avg Close — Range —