SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Tempus Wealth Planning, LLC's Holding History (CIK: 0001806428)

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

Q4 2025
Shares 397,795 Value ($000) $9,296 Avg Close — Range —
Q3 2025
Shares 364,034 Value ($000) $8,544 Avg Close — Range —
Q2 2025
Shares 363,991 Value ($000) $8,459 Avg Close — Range —
Q1 2025
Shares 348,284 Value ($000) $8,066 Avg Close — Range —
Q4 2024
Shares 293,536 Value ($000) $6,663 Avg Close — Range —
Q3 2024
Shares 134,390 Value ($000) $6,386 Avg Close — Range —
Q2 2024
Shares 127,432 Value ($000) $5,808 Avg Close — Range —
Q1 2024
Shares 117,019 Value ($000) $5,383 Avg Close — Range —
Q4 2023
Shares 96,376 Value ($000) $4,493 Avg Close — Range —
Q3 2023
Shares 86,132 Value ($000) $3,810 Avg Close — Range —
Q2 2023
Shares 92,810 Value ($000) $4,284 Avg Close — Range —
Q1 2023
Shares 85,593 Value ($000) $4,015 Avg Close — Range —
Q4 2022
Shares 67,811 Value ($000) $3,096 Avg Close — Range —
Q3 2022
Shares 10,704 Value ($000) $485 Avg Close — Range —