SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

RETIREMENT PLANNING GROUP, LLC / NY's Holding History (CIK: 0002057004)

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

Q4 2025
Shares 171,629 Value ($000) $4,708 Avg Close — Range —
Q3 2025
Shares 109,563 Value ($000) $2,991 Avg Close — Range —
Q2 2025
Shares 78,155 Value ($000) $2,071 Avg Close — Range —
Q1 2025
Shares 33,037 Value ($000) $924 Avg Close — Range —