SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Investment Planning Advisors, Inc.'s Holding History (CIK: 0002024049)

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

Q4 2025
Shares 10,456 Value ($000) $287 Avg Close — Range —
Q3 2025
Shares 10,356 Value ($000) $283 Avg Close — Range —