SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

WEALTHSPAN PARTNERS, LLC's Holding History (CIK: 0001909805)

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

Q4 2025
Shares 179,033 Value ($000) $4,911 Avg Close Range
Q3 2025
Shares 130,495 Value ($000) $3,563 Avg Close Range
Q2 2025
Shares 124,416 Value ($000) $3,297 Avg Close Range
Q1 2025
Shares 103,518 Value ($000) $2,894 Avg Close Range
Q4 2024
Shares 85,308 Value ($000) $2,331 Avg Close Range
Q3 2024
Shares 16,024 Value ($000) $1,355 Avg Close Range
Q2 2024
Shares 4,972 Value ($000) $387 Avg Close Range
Q1 2024
Shares 3,056 Value ($000) $246 Avg Close Range