SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

XY Planning Network, Inc.'s Holding History (CIK: 0001873438)

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

Q4 2025
Shares 89,258 Value ($000) $2,448 Avg Close — Range —
Q3 2025
Shares 49,563 Value ($000) $1,313 Avg Close — Range —
Q2 2025
Shares 49,563 Value ($000) $1,313 Avg Close — Range —
Q1 2025
Shares 41,316 Value ($000) $1,155 Avg Close — Range —
Q4 2024
Shares 56,472 Value ($000) $1,543 Avg Close — Range —