SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 16,467 Value ($000) $385 Avg Close — Range —
Q3 2025
Shares 18,876 Value ($000) $443 Avg Close — Range —
Q2 2025
Shares 20,485 Value ($000) $476 Avg Close — Range —
Q4 2022
Shares 58,519 Value ($000) $2,721 Avg Close — Range —
Q3 2022
Shares 48,673 Value ($000) $2,285 Avg Close — Range —
Q1 2022
Shares 28,818 Value ($000) $1,397 Avg Close — Range —