SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Meriwether Wealth & Planning, LLC's Holding History (CIK: 0002055554)

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

Q4 2025
Shares 21,897 Value ($000) $601 Avg Close — Range —
Q3 2025
Shares 25,449 Value ($000) $695 Avg Close — Range —
Q2 2025
Shares 35,361 Value ($000) $937 Avg Close — Range —
Q1 2025
Shares 45,145 Value ($000) $1,262 Avg Close — Range —
Q4 2024
Shares 40,689 Value ($000) $1,112 Avg Close — Range —