SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

LifePlan Financial, LLC's Holding History (CIK: 0001739485)

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

Q4 2025
Shares 24,544 Value ($000) $673 Avg Close — Range —
Q3 2025
Shares 24,924 Value ($000) $680 Avg Close — Range —
Q2 2025
Shares 24,804 Value ($000) $657 Avg Close — Range —
Q1 2025
Shares 23,929 Value ($000) $669 Avg Close — Range —
Q4 2024
Shares 25,701 Value ($000) $702 Avg Close — Range —
Q3 2024
Shares 8,995 Value ($000) $760 Avg Close — Range —
Q2 2024
Shares 8,917 Value ($000) $693 Avg Close — Range —
Q1 2024
Shares 8,522 Value ($000) $687 Avg Close — Range —
Q4 2023
Shares 8,550 Value ($000) $651 Avg Close — Range —