SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Leading Edge Financial Planning LLC's Holding History (CIK: 0001967205)

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

Q4 2025
Shares 14,760 Value ($000) $405 Avg Close — Range —
Q3 2025
Shares 15,165 Value ($000) $414 Avg Close — Range —
Q2 2025
Shares 16,564 Value ($000) $439 Avg Close — Range —
Q1 2025
Shares 15,174 Value ($000) $424 Avg Close — Range —
Q4 2024
Shares 15,174 Value ($000) $415 Avg Close — Range —
Q3 2024
Shares 4,753 Value ($000) $402 Avg Close — Range —
Q2 2024
Shares 4,853 Value ($000) $377 Avg Close — Range —
Q1 2024
Shares 4,990 Value ($000) $402 Avg Close — Range —
Q4 2023
Shares 7,761 Value ($000) $591 Avg Close — Range —
Q3 2023
Shares 9,488 Value ($000) $671 Avg Close — Range —
Q2 2023
Shares 13,408 Value ($000) $974 Avg Close — Range —
Q1 2023
Shares 15,818 Value ($000) $1,157 Avg Close — Range —
Q4 2022
Shares 16,048 Value ($000) $1,212 Avg Close — Range —