SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Peak Retirement Planning, Inc.'s Holding History (CIK: 0002056697)

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

Q4 2025
Shares 10,754 Value ($000) $295 Avg Close — Range —
Q3 2025
Shares 14,548 Value ($000) $397 Avg Close — Range —
Q2 2025
Shares 8,682 Value ($000) $230 Avg Close — Range —