SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Cornerstone Planning, LLC's Holding History (CIK: 0001802105)

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

Q4 2025
Shares 15,545 Value ($000) $426 Avg Close — Range —
Q4 2024
Shares 15,773 Value ($000) $431 Avg Close — Range —