SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

ZynergyRetirementPlanningLLC's Holding History (CIK: 0002031137)

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

Q4 2025
Shares 15,299 Value ($000) $420 Avg Close — Range —
Q3 2025
Shares 15,090 Value ($000) $412 Avg Close — Range —
Q2 2025
Shares 15,277 Value ($000) $405 Avg Close — Range —
Q1 2025
Shares 16,956 Value ($000) $463 Avg Close — Range —
Q4 2024
Shares 5,548 Value ($000) $469 Avg Close — Range —
Q3 2024
Shares 5,548 Value ($000) $469 Avg Close — Range —
Q2 2024
Shares 5,548 Value ($000) $431 Avg Close — Range —