SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Lakeshore Financial Planning, Inc.'s Holding History (CIK: 0002000571)

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

Q4 2025
Shares 381,981 Value ($000) $10,478 Avg Close — Range —
Q3 2025
Shares 388,009 Value ($000) $10,593 Avg Close — Range —
Q2 2025
Shares 393,459 Value ($000) $10,427 Avg Close — Range —
Q1 2025
Shares 553,339 Value ($000) $15,471 Avg Close — Range —
Q4 2024
Shares 579,966 Value ($000) $15,845 Avg Close — Range —
Q3 2024
Shares 194,299 Value ($000) $16,424 Avg Close — Range —
Q2 2024
Shares 174,635 Value ($000) $13,580 Avg Close — Range —
Q1 2024
Shares 192,056 Value ($000) $15,486 Avg Close — Range —
Q4 2023
Shares 193,368 Value ($000) $14,721 Avg Close — Range —
Q3 2023
Shares 215,783 Value ($000) $15,269 Avg Close — Range —