SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Planned Solutions, Inc.'s Holding History (CIK: 0001831332)

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

Q4 2025
Shares 17,583 Value ($000) $482 Avg Close — Range —
Q3 2025
Shares 30,838 Value ($000) $842 Avg Close — Range —
Q2 2025
Shares 25,242 Value ($000) $669 Avg Close — Range —
Q1 2025
Shares 24,980 Value ($000) $698 Avg Close — Range —
Q4 2024
Shares 21,218 Value ($000) $580 Avg Close — Range —
Q3 2024
Shares 6,493 Value ($000) $549 Avg Close — Range —
Q2 2024
Shares 4,966 Value ($000) $386 Avg Close — Range —
Q1 2024
Shares 4,720 Value ($000) $381 Avg Close — Range —
Q4 2023
Shares 4,525 Value ($000) $344 Avg Close — Range —
Q3 2023
Shares 4,171 Value ($000) $295 Avg Close — Range —
Q2 2023
Shares 4,169 Value ($000) $303 Avg Close — Range —
Q1 2023
Shares 3,977 Value ($000) $291 Avg Close — Range —
Q4 2022
Shares 3,948 Value ($000) $298 Avg Close — Range —
Q3 2022
Shares 3,915 Value ($000) $260 Avg Close — Range —
Q2 2022
Shares 3,871 Value ($000) $277 Avg Close — Range —
Q1 2022
Shares 3,613 Value ($000) $285 Avg Close — Range —
Q4 2021
Shares 4,208 Value ($000) $340 Avg Close — Range —
Q2 2021
Shares 3,595 Value ($000) $272 Avg Close — Range —
Q1 2021
Shares 3,538 Value ($000) $258 Avg Close — Range —
Q4 2020
Shares 3,500 Value ($000) $224 Avg Close — Range —
Q3 2020
Shares 3,369 Value ($000) $186 Avg Close — Range —