SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Comprehensive Financial Planning, Inc./PA's Holding History (CIK: 0002044855)

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

Q4 2025
Shares 57,983 Value ($000) $1,590 Avg Close — Range —
Q3 2025
Shares 62,600 Value ($000) $1,709 Avg Close — Range —
Q2 2025
Shares 62,258 Value ($000) $1,650 Avg Close — Range —
Q1 2025
Shares 63,407 Value ($000) $1,773 Avg Close — Range —
Q4 2024
Shares 63,464 Value ($000) $1,734 Avg Close — Range —