SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Harbor Asset Planning, Inc.'s Holding History (CIK: 0002077050)

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

Q4 2025
Shares 12,558 Value ($000) $344 Avg Close — Range —
Q3 2025
Shares 49,983 Value ($000) $1,365 Avg Close — Range —
Q2 2025
Shares 49,512 Value ($000) $1,312 Avg Close — Range —