SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q3 2025
Shares 138,351 Value ($000) $3,777 Avg Close — Range —
Q2 2025
Shares 122,266 Value ($000) $3,240 Avg Close — Range —